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
International Equity Strategy
An international equity strategy based on the input from our global investment ideas.
International Equity Composite Performance
For an explanation of performance and description of the composites, please see Performance Explanation.