institutional

Concentrated Global Equity

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The investment approach is global value-oriented security selection. The team seek securities of good businesses that are out of favor with investors and misunderstood, causing them to trade at a substantial discount to intrinsic value. While the strategy primarily utilizes equity securities, the holdings may also include equity-linked and debt securities that have attractive risk / reward characteristics. The team’s fundamental analysis emphasizes the durability of a business franchise, its normalized earnings power, balance sheet strength, and the track record of management in capital allocation. In identifying and valuing securities, the focus is on measures of cash flow and, when appropriate, replacement or liquidation value.

team
  • James E. Hunt

  • Peter D. Shawn

  • Joseph A. Zock

  • Jean Francois Coste

  • Tsering Ngudu

  • Rodman Moorhead

  • Peter Ostberg, CFA

Mutual Funds

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