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.
If you qualify and would like to receive more information: