Strategies

Global Value

Summary

Strategy Description

The Global Value strategy seeks to own 40-80 of the most attractively valued companies 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 management teams that are trading at attractive valuations relative to long-run normalized earnings.

Strategy Facts

As of 03/31/2025
Asset ClassGlobal Equity
VehiclesSeparate Acct | Mutual Fund | UCITS | Model Delivery
Style BenchmarkMSCI World Value
Strategy Assets (millions)$841
Number of Stocks40 - 80
Typical Market Cap Range>$1 billion
StatusOpen

Portfolio Managers

Scott McBride, CFA

23 Years with H&W 25 Years of Industry Experience

Scott Rosenthal

17 Years with H&W 24 Years of Industry Experience

Index definitions

Glossary of financial terms

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