Strategies

Global Value

Strategy Description

The Global Value strategy seeks to own 40-60 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 03/31/2020
Asset ClassGlobal Equity
Style BenchmarkMSCI World
Strategy Assets (millions)$221
Number of Stocks40 - 60
Typical Market Cap Range>$1 billion
StatusOpen

Portfolio Managers

Scott McBride, CFA
18 Years with H&W 20 Years of Industry Experience
Scott Rosenthal
12 Years with H&W 19 Years of Industry Experience