Global Equity™ is designed to provide broad, diversified equity exposure across global markets while remaining valuation-aware and structurally disciplined. The strategy seeks to participate in long-term global economic growth using carefully selected indexes rather than concentrated security selection.
This approach recognizes two realities:
Global Equity™ is not designed to outperform markets through prediction. It is designed to participate responsibly, with an awareness of valuation, risk, and long-term return expectations.
Home-country bias is often driven by familiarity rather than analysis.
Concentrating equity exposure in a single country can.
Global Equity™ is designed to counterbalance this tendency by allocating capital across developed and emerging markets, reflecting the global nature of economic growth.
Many portfolios exhibit a strong home-country bias, particularly toward U.S. equities. While the U.S. economy is large, dynamic, and innovative, it represents only a portion of global economic output.
Global Equity™ exists to address this imbalance. By broadening exposure beyond domestic markets, the strategy seeks to.
The strategy acknowledges that global diversification is not a guarantee of higher returns, but a risk-management decision grounded in economic reality.
Global Equity™ uses indexes intentionally. Indexes are not forecasts. They are tools that.
However, indexes are not inherently optimal. Market-capitalization weighting can lead to concentration in the most popular or most expensive assets.
Global Equity™ treats indexes as building blocks, not instructions.
The strategy is constructed using a diversified mix of.
Allocations are evaluated through a valuation-aware lens, considering factors such as relative pricing, long-term earnings power, and diversification benefits.
The strategy avoids tactical trading and short-term market timing.
Global investing introduces additional considerations, including currency exposure and geopolitical variability.
Global Equity™ addresses these realities by.
Currency movements can amplify or detract from returns over shorter periods. Over long horizons, they contribute to diversification rather than serving as a primary return driver.
These boundaries preserve clarity and consistency.
It is designed to:
It is not designed to:
Global Equity™ typically serves as:
It is often paired with more concentrated or valuation-driven strategies to balance overall portfolio behavior.
Global Equity™ supports disciplined investing by:
Its structure makes it easier to maintain commitment during periods when different regions or markets perform unevenly.
Global Equity™ is well suited for investors who:
Suitability depends on objectives, risk tolerance, and portfolio context.
