Our Global Intrinsic Equity portfolios draw from a universe of established companies worldwide, including the United States. These firms typically have market capitalizations in excess of $2 billion.
A disciplined, research-intensive process results in the selection of approximately 50 of those companies for client portfolios.
Since its inception in January 2005, MetWest Capital's Global Intrinsic Equity strategy has delivered attractive returns for individual and institutional investors.
| | | Objective: Achieve superior long-term returns versus the MSCI World Index and competing global equity managers with less than market risk.
"A long-term, global perspective enables our analysts to spend time understanding secular trends affecting companies in our portfolio."
Jean-Baptiste Nadal, CFA Managing Director Lead Portfolio Manager
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