Global Equity
Opportunities

Unconstrained, Concentrated Approach to Global Growth Investing

KEY CHARACTERISTICS & MATERIALS



OVERVIEW

  • We believe that excess returns can be generated by investing in a portfolio of market leading companies with unique business models, positively inflecting growth rates, and long duration competitive advantages
  • Broad fundamental research leverages Jennison’s 50-year history of growth stock investing

 



CHARACTERISTICS

Composite Inception:
Strategy AUM:
Benchmark:
No. of Holdings:
Avg. Position Size:
Top Ten Positions:
Active Share:
Cash:
Available Vehicles:


4/30/11
$6,392.0 Million as of 3/31/19
MSCI All Country World Index
Typically 35 – 45
1.5 – 4% of portfolio
35 – 45% of portfolio
> 90%
<5%
  • Institutional Separate Account
  • Collective Investment Trust
  • Mutual Fund
  • Managed Account (SMA)
  • UCITS







  • PORTFOLIO MANAGEMENT




    Global Equity Opportunities portfolios are managed by two portfolio managers. The strategy has access to 27 sector research analysts, many of whom are global sector specialists who also work on other equity strategies. In addition, the strategy has two dedicated emerging markets research analysts.

    Meet The Team




    PERFORMANCE DATA


    As of March 31, 2019Qtr1 Year3 Year5 Year10 YearSince Inception
    Global Equity Composite - Gross 18.610.820.313.4-13.6
    Global Equity Composite - Net*18.310.019.412.5-12.7
    MSCI All Country World Index (Net)12.22.710.76.4-6.8


    * Net of fees performance shown reflects the deduction of a model fee.
    Past performance does not guarantee future results. Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Inception of Global Equity Opportunities Composite: 4/30/11. Periods greater than one year are annualized. Source for MSCI data: MSCI and FactSet. Please refer to the GIPS presentation for additional details, important performance information and disclosures.

     

     

    This website is intended for Institutional and Professional Investors only.

    Jennison Associates is a registered investment advisor and a Prudential Financial company. Certain investment vehicles are distributed or offered through Prudential Investment Management Services LLC (also a Prudential Financial Company) or other affiliated entities.

    Please remember that there are inherent risks involved with investing in the markets, and your investments may be worth more or less than your initial investment upon redemption. There is no guarantee that the investment managers’ objectives will be achieved. Professional money management is not suitable for all investors.

    Additional considerations:
    This web site is not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services.The does not constitute investment advice and should not be used as the basis for any investment decision. There is no assurance that the strategy objectives as discussed will be met. Further, there is no assurance that any strategies, methods, sectors, or any investment programs herein were or will prove to be profitable, or that any investment recommendations or decisions we make in the future will be profitable for any investor or client.These materials do not purport to provide any legal, tax or accounting advice.

    The risks associated with investing include but are not limited to: derivative securities, which may carry market, credit, and liquidity risks; short sales, which involve costs and the risk of potentially unlimited losses; leveraging, which may magnify losses; high yield (“junk”) bonds, which are subject to greater market risks; small/mid cap stocks which may be subject to more erratic market movements than large cap stocks; foreign securities, which are subject to currency fluctuation and political uncertainty; real estate, which poses certain risks related to overall and specific economic conditions as well as risks related to individual property, credit and interest-rate fluctuations; and mortgage-backed securities, which are subject to prepayment and extension risks.

    Thematic and concentrated portfolios may not be suitable for all investors. Such portfolios are non-diversified, so a loss resulting from a particular security will have greater impact on the portfolio’s return. Fixed income investments are subject to interest rate risk, and their value will decline as interest rates rise.

    Your investment objectives, risk tolerance, and liquidity needs must be reviewed before suitable programs can be recommended. Asset allocation and diversification strategies do not assure a profit or protect against loss in declining markets. Investors should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation.