Search
Investment Objective
Seeks long-term capital appreciation primarily through investment in established and emerging companies operating in developed markets and emerging markets throughout the world, with faster earnings growth and reasonable valuation levels relative to market/sector averages. Further, we seek to buy companies where we have an insight about improving economic returns of the business that are not fully reflected in their valuation.
Past performance cannot guarantee future results.
Time Periods greater than one year are annualized.
1 Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the “pure” gross composite returns. “Pure” gross returns are presented before the deduction of expenses and all other fees, but may include transaction costs. Actual fees may vary. Returns include reinvestment of dividends and capital gains. Performance periods for the Global Focused Growth Equity SMA Composite prior to June 1, 2023 have been linked to the Global Focused Growth Equity Composite. Gross performance returns for the periods prior to June 1, 2023 are presented before management and all other fees, where applicable, but after trading expenses. Gross performance returns for the periods after June 1, 2023 are presented before thededuction of expenses and all other fees but may include transaction costs. Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the gross composite returns. Returns reflect the reinvestment of dividends and are net of allnon-reclaimable withholding taxes on dividends, interest income, and capital gains. The portfolio managers may have changed over time but those changes did not have a material impact on the strategy's objective. The institutional composite and the SMA may have differences in portfolioconstruction but any such differences did not materially impact performance results.
Your account returns may differ from the composite returns shown due to various reasons that may include, but are not limited to, differences in timing of trades, rounding of shares, timing of cash flows and/or any client-imposed restrictions or customizations.
See the GIPS® Composite Report located in the Fact Sheet for additional information.
Past performance cannot guarantee future results. Time Periods greater than one year are annualized.
1 Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the “pure” gross composite returns. “Pure” gross returns are presented before the deduction of expenses and all other fees, but may include transaction costs. Actual fees may vary. Returns include reinvestment of dividends and capital gains. Performance periods for the Global Focused Growth Equity SMA Composite prior to June 1, 2023 have been linked to the Global Focused Growth Equity Composite. Gross performance returns for the periods prior to June 1, 2023 are presented before management and all other fees, where applicable, but after trading expenses. Gross performance returns for the periods after June 1, 2023 are presented before thededuction of expenses and all other fees but may include transaction costs. Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the gross composite returns. Returns reflect the reinvestment of dividends and are net of allnon-reclaimable withholding taxes on dividends, interest income, and capital gains. The portfolio managers may have changed over time but those changes did not have a material impact on the strategy's objective. The institutional composite and the SMA may have differences in portfolioconstruction but any such differences did not materially impact performance results.
Your account returns may differ from the composite returns shown due to various reasons that may include, but are not limited to, differences in timing of trades, rounding of shares, timing of cash flows and/or any client-imposed restrictions or customizations.
See the GIPS® Composite Report located in the Fact Sheet for additional information.
Past performance cannot guarantee future results.
Figures are calculated using monthly data and are net of fees.
