Global Value Equity Team
Seeking High Quality, Out-of-Favor Companies
Our global value equity strategies seek to identify quality yet undervalued companies with the potential to provide alpha. We use fundamental research techniques to identify and invest in companies that we believe are trading below their fair market value.
Compelling Value Strategies
A broad array of U.S., global and Non-U.S. value equity strategies and capabilities spanning various capitalization ranges, geographies, asset classes and value investing styles.
Quality-Focused Investment Approach
We use fundamental research to identify a proprietary universe of high-quality companies and invest in those that are undervalued. Many strategies also implement ESG considerations.
Seeking Risk-Aware Alpha
Our strategies seek to deliver a strong risk-adjusted return profile including excess returns, uncorrelated alpha and a focus on potential downside risks.
Global Value Equity Strategies
Global Dividend Value
A dividend-oriented, global equity strategy seeking to invest in high-quality businesses selling at a discount aiming to generate income, provide downside protection and generate compelling risk-adjusted returns over time.
Global Real Estate Securities
A strategy seeking to deliver diversification and high total return including capital appreciation and secondarily, current income within the global real estate industry.
Non-U.S. Intrinsic Value
A bottom-up, absolute, intrinsic value strategy that adheres to the principle of margin of safety in constructing a benchmark agnostic portfolio.
U.S. Focused Large Cap Value
A high-conviction, value strategy that strives to invest in high-quality, large cap companies selling at a discount to fair value.
U.S. Mid Cap Value
A bottom-up, classic value strategy that seeks to invest in high-quality, medium capitalization companies selling at a discount to fair value.
U.S. Real Estate Securities
A strategy looking to deliver diversification and high total return including capital appreciation and secondarily, current income within the U.S. real estate industry.
U.S. Small Cap Income
A strategy seeking to invest in small cap, income-producing companies selling at a discount to fair value.
U.S. Small Cap Value
A strategy focused on investing in high-quality, small cap companies selling at a discount to fair value.
A bottom-up, classic value strategy that invests in high-quality companies selling at a discount to fair value.
U.S. Value Yield
A classic value strategy that seeks to deliver income, build capital and manage downside risk over time.
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.
Diversification does not assure a profit nor does it protect against loss of principal.
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.