Investment Strategies
We offer a number of investment strategies and vehicles. All are based on our long-term global thematic approach.Global Equity Strategy
Our flagship strategy managed versus an all-equity global index.
Global Equity Composite Performance
Global Balanced Strategy
A balanced approach for investors looking for a less aggressive global strategy or for investors who have income needs.
Global Balanced Composite Performance
Domestic Equity Strategy
A U.S. domestic equity strategy based on the input from our global investment ideas.
Domestic Equity Composite Performance
For an explanation of performance and description of the composites, please see Performance Explanation.