The Global Leaders Fund is a portfolio of 30-40 leading global companies that deliver exceptional customer outcomes. Via fundamental, bottom up analysis we look to identify companies that are able to take market share andcompound their performance over long periods of time.

Investment approach

We invest in companies that the portfolio managers believe are leaders within their industry or country, as demonstrated by an ability to deliver high relative return on invested capital over time. We believe that high returns on capital typically can be attributable to, among other things, a strong competitive position and defensible barriers to entry.

  • We use a research-intensive approach to building a concentrated portfolio of typically 40 companies.
  • Our fund benefits from experienced portfolio managers with success investing globally and who share a belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance.

Vehicles: Separately Managed AccountMutual Fund