The Global Equity Strategy seeks to outperform its benchmarks using closed-end funds. The benchmarks are traditional but the asset class is not. There are two advantages to this unique approach. First, since closed-end funds typically trade at discounts to the value of the underlying securities they hold, we can effectively purchase securities at a discount to the market. The second advantage is one of greater diversification because a portfolio of closed-end funds effectively holds a much broader set of individual securities. Discounts and diversification benefits lead to better returns and lower risk for the product. Portfolio manager, Dr. Tony Tessitore, and his team have extensive experience managing quantitative equity portfolios. This investment strategy was developed by Dr. Tessitore and a team of Ph.D.s led by Dr. Harry Markowitz, Nobel Laureate.
long-only equity strategIES:
- Global Equity
- Emerging Markets Equity