Our public growth strategies concentrate investments in leading innovative businesses through high-conviction portfolios that differ greatly from the indexes. Differences in the geography growth trajectory of these businesses enable us to offer clients a range of allocation opportunities across the growth spectrum.
The strategy focuses primarily on U.S. businesses at the forefront of the most vital areas of positive structural change in our economy. These businesses are built on disruptive innovation, and generate growth by inspiring profound change within existing industries or creating entirely new ones.
The strategy takes an unconstrained approach to seeking the best growth businesses anywhere. With the research team free to scour all pockets of the world incubating new ideas, the Global Growth strategy taps into the power of sustainable competitive advantages in both developed and emerging markets.
We believe the market systematically undervalues both the persistence and non-linearity of growth. Global Leaders seeks to exploit these opportunities while employing a portfolio construction approach designed to moderate short-term volatility. The strategy emphasizes a diversity of growth drivers, with the objective of delivering a growth portfolio with the volatility of a core portfolio.
The strategy seeks the best growth businesses outside the U.S. by applying our deep knowledge of business models and secular trends, honed by three decades of fundamental growth investing.
Emerging Markets Growth
As technology changes the opportunity set, the strategy seeks to own the best growth businesses benefiting from rising incomes, urbanization, growing local demand, and structural changes in many end markets.
The strategy leverages our deep domain knowledge to seek to identify public and late-stage private businesses globally that are the key facilitators or beneficiaries of powerful secular shifts enabled by technologies.
The strategy harnesses the highest conviction businesses across our global research platform. Through extra-concentrated custom portfolios ranging from 5-20 holdings, the strategies are geared toward outsized alpha generation over the long term.