Global Equity
Select.
A concentrated portfolio of 25-35 high-conviction positions. We combine rigorous bottom-up stock selection with a macro overlay to identify quality compounders with durable competitive advantages.
12.4%
5-Year CAGR
0.85
Sharpe Ratio
$5M
Minimum Inv.
2003
Inception
Investment Philosophy
Our Global Equity Select strategy is built on the conviction that concentrated portfolios of high-quality businesses, purchased at reasonable valuations, deliver durable long-term compounding. We focus on companies with durable competitive advantages, strong management teams, and sustainable growth trajectories.
The portfolio typically holds 25-35 positions across developed and emerging markets, with position sizes reflecting our conviction level and risk assessment.
Investment Process
Idea Generation
Proprietary screening, industry analysis, and global research network to identify mispriced opportunities.
Deep Research
Fundamental analysis, management meetings, competitive positioning, and valuation modeling.
Risk Management
Position sizing, correlation analysis, and ongoing monitoring with strict sell discipline.
Performance History
vs MSCI World| 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% |
Strategy Details
- Asset Class
- Global Equity
- Style
- Quality Growth
- Holdings
- 25-35
- Benchmark
- MSCI World
- Liquidity
- Daily
- Fee Structure
- 0.75% + Perf.
Portfolio Manager
David Park, CFA
Head of Equities
18 years investment experience. Previously managed $3B global equity fund at Wellington Management. CFA charterholder.
Interested in this Strategy?
Download the full factsheet or schedule a discussion with our investment team.
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. Please refer to Form ADV Part 2A for complete disclosures regarding fees, risks, and investment strategies.