Global Equity Strategy


The Global Equity Strategy seeks long-term capital appreciation consistent with preservation of capital. Generating current income is a secondary goal.


Our Global Equity Strategy emphasizes investment in foreign-domiciled companies. Similar in nature to our Large Capitalization Equity Strategy, we invest in companies whose products and services aim to capture the majority of growing profit pools around the globe.

In selecting securities to be included in our Global Equity Strategy, we seek to identify companies that have demonstrated superior profitability, financial flexibility, and capital stewardship and are positioned to maintain above-average earnings growth longer term.

We are also alert to companies that we consider undervalued in terms of earnings, assets, or growth prospects. Most of the companies included in our strategy are industry-leading multinationals with an expanding global presence.