Global Equity Investments – Global Growth Equity
The Global Growth Equity Department offers a global equity strategy that seeks growth of capital over a full market cycle. The strategy is expected to hold between 35 and 40 securities allowing us to exercise high conviction and take a long investment horizon. We look for high-quality companies that will be in the strategy for an average of 3 to 5 years.
A global strategy gives us the flexibility to look beyond regions and countries in search of attractively valued, high-quality companies that offer the potential for outperformance over time. Increasing urbanization, growing infrastructure needs, the rising middle class, and changing demographics are significant catalysts for driving global economic growth over the next decade. Against this dynamic global backdrop, we believe taking a company-focused rather than country or industry-focused approach enables 1919 Investment Counsel to discover a larger number of high-quality companies around the globe and open a world of opportunity to investors.
The Global Growth Equity ADR strategy follows a disciplined and fundamentally driven investment process. Our team seeks to identify companies with:
- Leading competitive position in their industry
- Quality corporate governance practices
- Ability to generate strong and sustainable cash flows
- Experienced management team
Companies selected for investment may be of any market capitalization.
All investments involve risk and there is no guarantee investment objectives will be met. This information illustrates 1919ic investment capabilities and is not a recommendation of any particular investment strategy.