Expanding Investment Horizons

The Global Horizons strategy seeks long-term capital appreciation through a concentrated portfolio of companies exposed to international growth. This strategy is composed of firms across all market capitalizations that have sustainable competitive advantages and are poised to experience the majority of future growth from global sources. Clients with a long-term investment horizon (at least three to five years) could potentially benefit from the broader set of growth opportunities international equities offer.

 


 

  • Fundamental research identifies company specific drivers; decisions are not based on macroeconomic opinions
  • Provides flexibility to go where undervalued opportunities exist
  • Invests in domestically listed equities as well as those on worldwide exchanges
  • Inclusion of international equities tends to lower overall portfolio volatility over time

 


 

Download Global Horizons Fact Sheet