Down
CONTACT US
GENERAL INQUIRIES
EMPLOYMENT OPPORTUNITIES
MEDIA INQUIRIES
LOCATIONS & DIRECTIONS
Lock  CLIENT LOGIN
Reveal Social Media Links
Reveal Search Box
HomeArrow
Investment StrategiesArrow
Asset Class
Investment Approach
Asset ClassArrow
Fixed Income
Equity
EquityArrow
Large Cap Equity
Mid Cap Equity
Small Mid Cap Equity
Small Cap Equity
Micro Cap Equity
Global & International Equity
Global & International EquityArrow
Global Opportunistic Equity

Global Opportunistic Equity

Snapshot
Philosophy
People
Performance
Characteristics
Research
Videos
News
Investment Options

Team Introduction

Fundamental Equity Introduction Video

Key Stats

Strategy Profile
Inception Date
January 1, 2013
Strategy AUM ($M)
$ 313.9
Price/Earnings1
13.1
Avg. Market Cap. ($B)
102.1

Strategy Overview

The Global Opportunistic Equity strategy combines rigorous, proprietary global macroeconomic research with the investment team's fundamental equity views to produce a holistic, comprehensive approach that helps identify and assess opportunities and risks that solely top-down or bottom-up strategies may miss. The process is designed to capture differentiated sources of return.