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: 4/30/11
Strategy AUM: $7.5 Billion as of 3/31/20
Benchmark: MSCI All Country World Index
No. of Holdings: Typically 35 – 45
Avg. Position Size: 1.5 – 4% of portfolio
Top Ten Positions: 35 – 45% of portfolio
Active Share: > 90%
Cash: < 5%
Available Vehicles:
  • Institutional Separate Account
  • Collective Investment Trust
  • Mutual Fund
  • Managed Account (SMA)
  • UCITS










PORTFOLIO MANAGEMENT



Mark B. Baribeau, CFA

Mark B. Baribeau, CFA

Managing Director

Mark B. Baribeau, CFA

Managing Director

VIEW BIO
Thomas Davis

Thomas Davis

Managing Director

Thomas Davis

Managing Director

VIEW BIO

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, 2020Qtr1 Year3 Year5 Year10 YearSince Inception
Global Equity Composite - Gross -10.6-0.614.010.7-11.9
Global Equity Composite - Net*-10.8-1.413.29.9-11.1
MSCI All Country World Index (Net)-21.4-11.31.52.8-4.6


* Net of fees performance shown reflects the deduction of a model fee.
Source: Jennison/MSCI. Source for MSCI All Country World Index data: MSCI. 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. Please refer to the GIPS presentation for additional details, important performance information and disclosures.

 

 



This website is intended for Institutional and Professional Investors only. All investments involve risk, including the possible loss of capital.

Important Disclosures

Jennison Associates is a registered investment advisor and a Prudential Financial company. Jennison Associates LLC has not been licensed or registered to provide investment services in any jurisdiction outside the United States. Certain investment vehicles are distributed or offered through Prudential Investment Management Services LLC (also a Prudential Financial Company) or other affiliated entities. Additionally, vehicles may not be registered or available for investment in all jurisdictions.

Please click on this disclosure link for important information, including information on non-US jurisdictions.

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. It does not constitute investment advice, should not be used as the basis for any investment decision, and does not purport to provide any legal, tax or accounting advice. This is for informational and educational purposes only and should not be construed as investment advice or an offer or solicitation in respect of any products or services to any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

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.

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. 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. Professional money management is not suitable for all investors.

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