Global and International Value Equity team

"Our investment approach is based on the concept that adversity creates opportunity and that transitory problems can be overcome by well-managed companies."

Edward A. “Ned” Gray, Chief Investment Officer — Global and International Value Equity

We are classic value investors with a conservative, risk-averse approach to investing. With more than 65 years of collective experience working together as a team, we have established a distinctive structure and refined style in researching prospective holdings. Each team member brings a unique experience and perspective to the table, and we believe this makes for a robust exchange of ideas. Our team approach to investment research is collaborative, research-driven, and bottom-up.

Since the strategies' inceptions, the philosophy and process that we use to pick equities for our clients' portfolios has remained unchanged. Our goal is to invest primarily in securities that we believe provide the potential for capital appreciation. We have consistently adhered to our basic tenets of only considering companies whose valuations meet our specific investment criteria and which we believe, after rigorous fundamental research has been conducted, have at least 50% upside potential within a three-year time horizon. Stock selection has been the primary source of our consistent outperformance versus our benchmarks* and our peers.

*International Value vs. MSCI EAFE and Global Value vs. MSCI World, gross of fees

The MSCI EAFE Index measures equity market performance across developed market countries in Europe, Australasia, and the Far East. Index “gross” return approximates the maximum possible dividend reinvestment.

The MSCI World Index is a free float-adjusted market capitalization weighted index designed to measure equity market performance across developed markets worldwide. Index “gross” return approximates the maximum possible dividend reinvestment.

Separate account strategies managed:

  • Global Value Equity
  • International Value Equity