The Global Equity strategy:

  • Is actively managed, utilizing a bottom-up security selection process.
  • Typically invests in 65-85 companies with attractive valuations.
  • Seeks long-term capital appreciation through investments primarily in the common stocks of companies throughout the world, including the U.S., with market capitalizations greater than USD $1 billion.
  • Emphasizes Economic Value Added (EVA) in its process.
  • Identifies mispriced businesses that can generate positive and sustainable earnings growth.
  • Controls risk at every stage of the investment process, from detailed comprehensive company research to conservative valuation assumptions, and adheres to strict individual company and country exposure parameters within a well-diversified portfolio.

Performance

(As of 12/31/2016)

Inception date QTR YTD 1 yr
3 yr
5 yr
Since Inception
Global Equity Gross of Fees 7/1/2012 -1.54% 8.48% 8.48% 1.94% n/a 8.35%
Global Equity Net of Fees -1.75% 7.57% 7.57% 1.08% n/a 7.53%
MSCI ACWI Index Net 1.19% 7.86% 7.86% 3.13% n/a 9.11%

Investment Team

The portfolio is managed by Thomas Pinto Basto, CFA and Patricia Perez-Coutts, CFA who are supported by a team of sector analysts.

Portfolio Team

Patricia Perez-Coutts, CFA

Portfolio Manager

Thomas Pinto Basto, CFA

Portfolio Manager - Global Equities

Alice Popescu, CFA, CMT, DMS

Portfolio Manager - Emerging Markets SMidCap

Richard Dolhun, CFA

Research Analyst

Martin Pradier, CFA

Research Analyst

Max El-Sokkary, CFA

Research Analyst

Robert Silgardo, CFA

Research Analyst

Karen Ko, CFA

Research Analyst

Aman Budhwar, CFA

Research Analyst


Disclosures

For purposes of compliance with the GIPS standards, the firm (“Westwood” or the “Firm”) is defined as the assets of Westwood Management Corp. and Westwood International Advisors Inc.  Westwood Management Corp. is an SEC registered investment adviser under the Investment Advisers Act of 1940 that provides investment supervisory services, managing equity and fixed income portfolios.  Westwood International Advisors Inc. is a registered portfolio manager with the Ontario Securities Commission and the Autorité des marchés financiers in Quebec that provides investment supervisory services for global and emerging markets equity portfolios.  Westwood Management Corp. and Westwood International Advisors Inc. are wholly owned subsidiaries of Westwood Holdings Group, Inc. (NYSE: WHG). Policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request, as is a complete list and description of the Firm’s composites, by contacting performance@westwoodgroup.com.

 

Westwood Management Corp. claims compliance with the Global Investment Performance Standards (GIPS®).  Unless otherwise stated, performance shown is in U.S. Dollars.

 

The Global Equity Composite includes all taxable and tax-exempt, fee-paying fully discretionary accounts invested primarily in common stocks of 65-85 companies throughout the world, including the U.S. with market capitalizations greater than USD $1 billion. There is no minimum portfolio size for inclusion in the Global Equity Composite. Portfolio returns reflect the reinvestment of dividend and interest income. The MSCI All Country World Index (ACWI) Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. The MSCI ACWI consists of 46 country indices comprising 23 developed and 23 emerging market country indices. The developed market country indices included are: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the U.K. and the U.S. The emerging market country indices included are: Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Peru, Philippines, Poland, Qatar, Russia, South Africa, Taiwan, Thailand, Turkey and United Arab Emirates. The comparative index returns include reinvestment of income but do not include transaction costs or management fees.