Idea Generation
Proprietary screening, industry analysis, and global research networks help identify mispriced opportunities.
Equity Strategy
Global Equity Select.
A concentrated portfolio of 25-35 high-conviction positions, combining bottom-up research with macro-aware risk controls.
All Strategies Strategy Architecture
Global equity exposure, governed with restraint.
The strategy is built for families and institutions seeking concentrated public equity exposure without losing sight of downside discipline, valuation, and portfolio-level risk.
12.4%
5-Year CAGR
0.85
Sharpe Ratio
$5M
Minimum
2003
Inception
Investment Discipline
The mandate, in plain terms.
Our Global Equity Select strategy is built on the conviction that concentrated portfolios of high-quality businesses, purchased at reasonable valuations, can deliver durable long-term compounding.
The portfolio typically holds 25-35 positions across developed and emerging markets, with position sizes reflecting conviction level, valuation discipline, liquidity, and risk assessment.
Investment Process
From research conviction to position discipline.
Deep Research
Fundamental analysis, management meetings, competitive positioning, and valuation modeling shape the thesis.
Risk Management
Position sizing, correlation analysis, liquidity review, and ongoing monitoring support the sell discipline.
Performance Record
Performance History
Compared with the MSCI World benchmark.
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| YTD 2025 | +12.4% | +10.2% | +2.2% |
| 1 Year | +14.2% | +11.8% | +2.4% |
| 3 Years Ann. | +9.8% | +8.1% | +1.7% |
| 5 Years Ann. | +12.4% | +10.6% | +1.8% |
| Since Inception | +11.2% | +9.4% | +1.8% |
Operating Standard
Equity selection with a long-term ownership standard.
The mandate favors businesses that can compound through market cycles. Portfolio changes are deliberate, thesis-led, and reviewed against the same governance framework used across the broader platform.
- Concentrated ownership of high-quality global businesses
- Documented valuation range and sell discipline for each position
- Macro and liquidity overlay reviewed at investment committee level
IMPORTANT DISCLOSURES: Past performance is not indicative of future results. All investments involve risk, including possible loss of principal. Performance data shown is net of fees. Strategy minimums may vary based on vehicle and client type. The information presented here is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities.