Strategies

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 12/31/2023
Asset ClassGlobal Equity
VehiclesSeparate Account
Style BenchmarkMSCI World
Strategy Assets (millions)$253
Number of Stocks20 - 30
Typical Market Cap Range>$1 billion
StatusOpen

Portfolio Managers

Scott McBride, CFA

22 Years with H&W 24 Years of Industry Experience

Scott Rosenthal

16 Years with H&W 23 Years of Industry Experience