Aristotle Capital Management
Global Equity

Strategy Overview

The Global Equity strategy applies a fundamental, bottom-up stock selection process to a universe of companies with market capitalizations typically in excess of $2 billion at initial investment. The portfolio holds investments of what we believe to be high-quality businesses trading at meaningful discounts to our estimate of intrinsic value. The strategy invests in companies around the world, utilizing both American Depository Receipts (ADRs) and foreign ordinary shares.

The objective of the Global Equity strategy is to achieve attractive long-term risk-adjusted returns versus the MSCI World Index (Net). Given the ability to invest in emerging markets, we encourage our clients to also consider our returns as compared to the MSCI ACWI (Net) Index as an illustrative secondary benchmark.

Benchmarks: MSCI World Index (Net); MSCI ACWI Index (Net)

Minimum Market Cap: Typically $2 billion at initial purchase

Country Weights: Typically less than 35%, except U.S.

Position Size: Maximum position size 6% of portfolio market value

Cash: Typically less than 5%

Vehicles Offered: Separate Account, Mutual Fund, Collective Investment Trust


Loading the posts

Explore our recent resources &