Global Growth Equity Team
Designed to Capture Growth Early and Drive Alpha Through Stock Selection
Our global growth equity team constructs portfolios of diverse holdings by identifying and investing in companies demonstrating improving business fundamentals. We believe robust research capabilities and rigorous fundamental analysis with a strict buy/sell discipline will help us achieve our goal of excess returns over many types of market environments.
Compelling Growth Opportunities
Portfolios that provide growth opportunities by investing in companies with improving fundamentals in market segments around the world. Many portfolios also incorporate ESG analysis.
Multi-Faceted Investment Process
Our global growth investment teams implement rigorous processes that favor companies at stock price inflection points, with earnings acceleration and overall improvement in underlying business characteristics.
Alpha Through Stock Selection
Our disciplined fundamental research and rigorous stock selection aims to deliver strong risk-adjusted returns, and consistent return profiles over many types of market environments.
Global Growth Equity Strategies
Global Focus
Emerging Markets
A pure-play strategy seeking to invest in all-cap, emerging markets companies exhibiting accelerating earnings growth.
Emerging Markets Small Cap
A pure-play, small cap strategy seeking to invest in emerging market companies (generally $500m-$5b) exhibiting accelerating earnings growth.
Emerging Markets Sustainable Impact
A strategy seeking to invest in growing, emerging market companies that are generating positive social and environmental impact and returns.
Global Concentrated Growth
A high-conviction strategy seeking to invest in a select group of global growth companies (in developed and emerging markets) with improving fundamentals and accelerating growth.
Global Growth (MSCI ACWI)
The strategy invests primarily in large-cap companies located in developed and emerging markets including the U.S. with improving fundamentals and accelerating growth.
Global Growth (MSCI World)
The strategy invests primarily in large-cap companies located in developed and emerging markets including the U.S. with improving fundamentals and accelerating growth.
Global Small Cap
The strategy invests in small cap companies located in developed (including the United States) and emerging markets.
Health Care Impact
The strategy invests in innovative health care companies that we believe can help the portfolio achieve long-term capital growth and create a positive societal impact.
Non-U.S. Focus
Non-U.S. Concentrated Growth
The strategy invests in a select group of non-U.S. companies in developed and emerging markets, with growth characteristics not reflected in the stock price.
Non-U.S. Growth
The strategy invests in non-U.S. companies, primarily in developed markets, with accelerating and sustainable growth characteristics and earnings power not reflected in the stock price.
Non-U.S. Growth (MSCI ACWI ex-U.S.)
The strategy invests in non-U.S. companies in developed markets, with accelerating and sustainable growth characteristics and earnings power not reflected in the stock price.
Non-U.S. Growth (MSCI EAFE Only)
The strategy invests in non-U.S. companies in developed markets, with accelerating and sustainable growth characteristics and earnings power not reflected in the stock price.
Non-U.S. Small Cap
The strategy invests in small cap companies located in developed and emerging markets outside of the United States.
U.S. Focus
U.S. Focused Dynamic Growth
The strategy seeks to invest in companies that we believe are capable of sustaining high growth rates and that have a competitive advantage demonstrated by higher profitability.
U.S. Large Cap Growth
U.S. Large Cap Growth is a bottom-up, risk-aware strategy that seeks to invest in companies demonstrating improving fundamentals.
U.S. Large Cap Quality Growth
The strategy seeks to invest in highly profitable, large cap companies with the capacity for future growth.
U.S. Opportunistic Mid Cap Growth
This strategy is a thematic growth portfolio designed to help build capital over time through investments in growing mid-sized companies.
U.S. Premier Large Cap Growth
The strategy seeks growth by investing in highly profitable, large-cap companies with the capacity for future growth.
U.S. Small Cap Growth
Seeks to identify companies, primarily in the U.S., with small market capitalization that are exhibiting accelerating and sustainable business improvement.
U.S. Sustainable Large Cap Core
We seek to invest in large cap companies (ESG leaders) with improving business fundamentals and sustainable corporate behaviors to deliver competitive long-term financial returns.
The Great Debate: Global Growth vs. Global Value
In this Q&A, Senior Investment Director Chris Chen moderates a discussion
between Senior Portfolio Managers Mike Liss and Brent Puff about the often-debated potential advantages of growth- and value-oriented investment styles.
China’s Regulatory Crackdown Doesn’t Derail Investment Opportunities
New regulations aimed at education and technology companies have led to market uncertainty and volatility in China.
Investment Outlook: Navigating Obstacles on the Road to Recovery
Providing a concise, easy-to-scan overview of current opportunities and risks in today's global markets.
When portfolio managers incorporate Environmental, Social and Governance (ESG) factors into an investment strategy, they consider those issues in conjunction with traditional financial analysis. When selecting investments, portfolio managers incorporate ESG factors into the portfolio's existing asset class, time horizon, and objectives. Therefore, ESG factors may limit the investment opportunities available, and the portfolio may perform differently than those that do not incorporate ESG factors. Portfolio managers have ultimate discretion in how ESG issues may impact a portfolio's holdings, and depending on their analysis, investment decisions may not be affected by ESG factors.