Focused Global Value

Strategy Description

The Focused Global Value strategy seeks to own 20-30 of the most attractive values in the domestic and international equity markets. The strategy has a great deal of flexibility with respect to market cap and geography and will hold many of the firm’s best investment ideas. We look for durable businesses run by shareholder-friendly managers that are trading at low multiples of normalized earnings.

Strategy Facts

As of 06/30/2023
Asset ClassGlobal Equity
VehiclesSeparate Account
Style BenchmarkMSCI World
Strategy Assets (millions)$223
Number of Stocks20 - 30
Typical Market Cap Range>$1 billion

Portfolio Managers

Scott McBride, CFA
21 Years with H&W 23 Years of Industry Experience
Scott Rosenthal
16 Years with H&W 23 Years of Industry Experience