Global Equity

December 15, 2015

Our broadest-based mandates are our Global Growth and Global Core strategies. Both mandates are all-cap, allow the purchase of any global security with a market cap of $100 million or greater, with sufficient liquidity and analyst coverage to allow for the purchase of the security in institutional quality portfolios, and allow us to implement our qualitative overview. Currently, we own securities domiciled in the U.S., Canada, developed Europe, and the Far-East, as well as in many emerging market countries.  Both mandates are invested using our earnings-based process. The Global Growth mandate is constructed against the MSCI All Country World Growth Index while the Global Core Growth mandate is constructed against the MSCI All Country World Index. Customized portfolios are available to accommodate factors like SRI and home country restrictions.  For RIAs, the firm offers an ADR only version of the Global Growth strategy.