Equity

Global Equity Income

Focus on Income with Downside Capture, Lower Long-Term Volatility

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Overview

Our team believes that:

  • Constructing a portfolio of stocks with lower beta and above-average dividends to help improve long-term downside capture.
  • Seeking high-quality, durable franchises with sustainable income and cash-flow stream visibility, helps provide excess yield relative to MSCI All Country World Index.
  • Constructing portfolios based on conviction level, risk/reward analysis, balance & diversification requirements and ESG considerations, helps create an overall strategy with lower beta and higher yield relative to the Index.

Characteristics & Performance 

 

Composite Inception

1/31/2007

Strategy AUM

$0.8 Billion as of 9/30/24

Benchmark

MSCI All Country World (Net)

Holdings Range

Typically 50-70

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.

Available Vehicles 

 Institutional Separate Account

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Investment Team

Our Global Equity Income team consists of three portfolio managers and 12 dedicated research analysts, in what is a highly collaborative process between the portfolio managers and analysts. The team is further supported by the sharing of intellectual capital and expertise from Jennison’s broader research platform.

Warren Koontz, Jr., CFA
Warren Koontz, Jr., CFA

Managing Director

Shaun Hong, CFA
Shaun Hong, CFA

Managing Director

Bobby Edemeka
Bobby Edemeka

Managing Director

Neil P. Brown, CFA
Neil P. Brown, CFA

Managing Director

Brannon P. Cook
Brannon P. Cook

Managing Director

Steven A. Gavios
Steven A. Gavios

Managing Director

Alina Koval
Alina Koval

Managing Director

Christopher P. Pelinsky
Christopher P. Pelinsky

Managing Director

Jay Saunders
Jay Saunders

Managing Director

Jesse Chai, CFA
Jesse Chai, CFA

Principal, Research Analyst

Joseph C. Esposito, CFA
Joseph C. Esposito, CFA

Managing Director

Insoo Kim, CFA
Insoo Kim, CFA

Managing Director

Stephen J. Maresca, CFA
Stephen J. Maresca, CFA

Managing Director

Robert Petrie
Robert Petrie

Managing Director

Wei Zhang
Wei Zhang

Managing Director

Abhi Kamerkar
Abhi Kamerkar

Managing Director

Equity

GLOBAL EQUITY INCOME

Focus on Income with Downside Capture, Lower

Long-Term Volatility

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