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
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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.
- Portfolio Managers
- Portfolio Managers
- Client Portfolio Manager
Warren Koontz, Jr., CFA
Managing Director
Shaun Hong, CFA
Managing Director
Bobby Edemeka
Managing Director
Neil P. Brown, CFA
Managing Director
Brannon P. Cook
Managing Director
Steven A. Gavios
Managing Director
Alina Koval
Managing Director
Christopher P. Pelinsky
Managing Director
Jay Saunders
Managing Director
Jesse Chai, CFA
Principal, Research Analyst
Joseph C. Esposito, CFA
Managing Director
Insoo Kim, CFA
Managing Director
Stephen J. Maresca, CFA
Managing Director
Robert Petrie
Managing Director
Wei Zhang
Managing Director
Abhi Kamerkar
Managing Director
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