Global Growth Equity

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Global Growth Equity

A Distinctive Approach Designed to Capture Growth Early in its Cycle that Drives Alpha Through Stock Selection

Our global growth equity team constructs portfolios of diverse holdings by identifying and investing in companies demonstrating an accelerating and sustainable trend in earnings growth. We believe focusing on inflection points in companies’ fundamentals allows us to identify those in the beginning stages of their growth cycle. This, combined with detailed fundamental analysis and a strict buy/sell discipline, is designed to help us achieve our goal of excess returns over time.

Differentiated Growth Philosophy

Differentiated Growth Philosophy

Pursuing broad opportunity sets and persistent market inefficiencies, our approach seeks to achieve attractive long-term, risk-adjusted returns in a variety of market environments.

Alpha Through Stock Selection

Alpha Through Stock Selection

Our disciplined, fundamental research and rigorous stock selection is designed to deliver strong risk-adjusted returns, and consistent return profiles.  

Focused, Experienced Team and Collaborative Culture

Focused, Experienced Team and Collaborative Culture

Our global equity teams share a common growth philosophy which helps to improve collaboration, idea generation, research and decision making – always aligning with our clients’ long-term interests.

Strategies

Emerging Markets

Invest in companies that are located primarily in emerging markets and demonstrating accelerating, sustainable growth.

Emerging Markets Small Cap

Invest in small cap companies that are located primarily in emerging markets and demonstrating accelerating growth.

Emerging Markets Sustainable Impact

Seeking to achieve positive social and environmental impact by investing in companies primarily in emerging markets, and who contribute to one or more of the United Nations Sustainable Development Goals (SDG).

Global Concentrated Growth

Invest in 30-50 high-conviction companies demonstrating accelerating growth located primarily in developed markets including the U.S.

Global Growth (MSCI ACWI)

Invests in companies demonstrating accelerating growth located primarily in developed and emerging markets including the United States.

Global Growth (MSCI World)

Invests in companies demonstrating accelerating growth located primarily in developed markets including the United States.

Global Small Cap

Invests in companies with small market capitalizations in both developed and emerging market countries, including the U.S.

Health Care Impact

Invests in innovative health care companies positioned for sustainably high growth seeking to create a positive impact on society.

Non-U.S. Concentrated Growth

Seeking excess returns by investing in a select group of companies with improving fundamentals and accelerating growth characteristics.

Non-U.S. Growth

Seeking excess returns by investing in a broad group of companies with improving fundamentals and accelerating growth characteristics.

Non-U.S. Growth (MSCI ACWI ex-U.S.)

Seeking excess returns by investing in companies with improving fundamentals and accelerating growth characteristics in developed and emerging markets, excluding the U.S.

Non-U.S. Growth (MSCI EAFE Only)

Seeking excess returns by investing in companies with improving fundamentals and accelerating growth characteristics in developed markets, excluding the U.S.

Non-U.S. Small Cap

Invests in companies demonstrating accelerating growth with small market capitalizations located primarily in non-U.S. markets.

U.S. Focused Dynamic Growth

Invests in quality companies the team believes are capable of sustaining high growth rates that have a competitive advantage demonstrated by actual or potential higher profitability.

U.S. Large Cap Growth

As a bottom-up, risk-aware strategy, we invest in companies demonstrating improving fundamentals.

U.S. Large Cap Quality Growth

A strategy seeking highly-profitable companies with the capacity for future growth. 

U.S. Opportunistic Mid Cap Growth

Aiming to provide excess return by identifying companies demonstrating accelerating growth rates combined with relative price strength.

U.S. Premier Large Cap Growth

Pursues highly-profitable companies with the capacity for future growth.

U.S. Small Cap Growth

Seeks to identify companies with small market capitalization that are exhibiting sustainable business improvement.

U.S. Sustainable Large Cap Core

Seeks to deliver long-term financial results by investing in large cap companies while integrating material environmental, social and governance (ESG) factors into the investment process.

Sustainable Investing in Emerging Markets

There's a lot of talk about environmental, social and governance (ESG) investing. However, few managers have focused on emerging markets—and that's where we see a tremendous amount of potential.

Contact Us

For more information about our global growth equity capabilities.

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Learn More

Read more insights from our global growth equity investing experts.

Learn More

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Investors might consider positioning their portfolios in an effort to take advantage of these potential opportunities.

Emerging Markets Sustainable Impact Report

Investing for positive impact continues to evolve. It has quickly become a mainstream way to manage risk and uncover opportunities that traditional financial analysis may fail to capture.

6 Reasons Why Global Small Caps May Have Room to Grow

The 2021 outlook for global small caps from Sr. Client Portfolio Manager, Jim Shore.