Global Value ESG

With our global value ESG strategy, we seek to generate strong returns by making prudent, disciplined, and sustainable long-term investments in a range of asset classes around the world.  We look to invest in high quality companies and other attractive financial investments at prices which are steeply discounted relative to our own estimate of intrinsic value. With this strategy, we believe we can generate attractive returns while minimizing the risk of capital losses.

Strategy Inception Date:  12/08/2006

Benchmark:  MSCI World Index

Available Vehicles:  Separate Accounts, Mutual Fund