Fundamental Equity
By exploring a broad range of investments and holding them for longer time periods, we offer equity strategies that strive for less volatility and seek greater value through changing markets.
Global Equity
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| Contrarian Capital | MSCI World Value | USD AUD GBP JPY |
| Contrarian Value | MSCI World Value |
USD GBP JPY |
| Global | MSCI World | USD GBP |
| Global Concentrated | MSCI World | USD GBP |
| Global Growth | MSCI All Country World | USD |
| Global Growth Concentrated |
MSCI All Country World Growth |
USD |
| Global Intrinsic Value | MSCI World |
USD |
| Global Research | MSCI All Country World | USD |
| Global Research Focused | MSCI All Country World |
USD |
| Global Small-Mid Cap | MSCI All Country World |
USD |
| Global Value | MSCI World Value; MSCI World | USD |
Regional
Asia/Asia Pacific
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| Asia ex Japan | MSCI All Country Asia (ex-Japan) | USD |
| Asia Pacific ex Japan | MSCI All Country Asia Pacific (ex-Japan) | USD |
| Japan | TOPIX | USD |
| Japan Concentrated | TOPIX | USD |
| Japan Value | TOPIX | JPY |
Emerging Markets
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| Emerging Markets | MSCI Emerging Markets | USD |
| Emerging Markets Research | MSCI Emerging Markets | USD |
European
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| European ex UK | MSCI Europe (ex-UK) | USD |
| European Research | MSCI Europe | USD |
| European Smaller Companies | MSCI Europe Small Mid Cap | - |
| European Value | MSCI Europe | USD |
| UK | FTSE All Share Capped 5% | USD GBP |
US
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| Core | S&P 500 | USD |
| Core Concentrated | S&P 500 | USD |
| Growth | Russell 1000 Growth | USD |
| Growth Concentrated | Russell 1000 Growth | USD |
| Industry Neutral Research | S&P 500 | USD |
| Large Cap Growth | Russell 1000 Growth | USD |
| Large Cap Growth Concentrated | Russell 1000 Growth | USD |
| Large Cap Value | Russell 1000 Value | USD GBP |
| Large Cap Value Concentrated | Russell 1000 Value | USD |
| Mid Cap Growth | Russell MidCap Growth | USD |
| Mid Cap Growth Focused |
Russell MidCap Growth |
USD |
| Mid Cap Value | Russell MidCap Value | USD |
| Research | S&P 500 | USD |
| Small Cap Growth | Russell 2000 Growth | USD |