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Separate Accounts


Separately Managed Accounts

Global Value Equity Portfolio

  • $500,000 minimum account size
  • Focus on large capitalization companies located worldwide
  • Foreign stocks are purchased via ADRs and ordinary shares, no currency hedging is utilized.
  • Fully invested portfolio will typically hold 25-35 stocks. Concentration reflects our best investment ideas and provides for more meaningful impact on investment results.
  • Portfolios are reviewed continually based upon changes including, but not limited to, the buy, sell, hold lists, security values, and client objectives.
  • Portfolio appraisal, performance, and management fee reports are provided on a quarterly basis.

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