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- Core markets are US and Western Europe
- Select industry group exposure in Japan, China
- Factor exposure resulting from top down analysis and sector analysis in emerging markets and Japan
- Main strategy: long term growth where size of the opportunity is underestimated
- Currencies usually not hedged
- Long term capital appreciation with focus on US markets
- Exposure to emerging markets through ADRs, ETFs and mutual funds
- Strategies: Undervalued Growth, Dividend Increase and Recovery
- Mix of growth and high dividend yield equities with a portion of fixed income ETFs and mutual funds with US and international exposure similar to pure Equity mandate
- Exposure to emerging markets also through ETFs and mutual funds
- Strategies: Undervalued Growth, Dividend Increase and Recovery
- Currencies hedged in ETFs
- Mix of large cap, high dividend yield equities with a portion of fixed income ETFs and mutual funds with US and international exposure similar to pure Global Growth Equity mandate
- Target portfolio yield of 3%
- Exposure to emerging markets also through ETFs and mutual funds
- Strategies: Dividend Increase
- Currencies hedged in ETFs