Composite Inception | 4/30/2011 |
---|---|
Strategy AUM | $17.3 Billion as of 6/30/25 |
Benchmark | MSCI All Country World Index |
Holdings Range | Typically 35 – 45 |
Avg. Position Size | 1.5 - 4% of portfolio |
Active Share | >90% |
Cash | <5% |
Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.
*Portfolio manager serves a dual role as both portfolio manager and research analyst.
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