"We believe a cohesive team that identifies companies with positive business momentum, high profitability and reasonable valuations can generate desired results for clients."
Jeff Tiefenbach, CFA
Chief Investment Officer, Public Equities
Greystone’s cohesive global equity team constructs and maintains a concentrated portfolio of sustainably growing businesses, using a thoughtfully structured process to deliver long-term value for our clients. Using the regional strategies to construct a global equity selection pool, a blend of screening, fundamental business analysis, and team-based portfolio decision-making, the Greystone Global Equity team has earned appealing returns while carefully managing risk. Two variants of our process are available for clients to use depending on their investment objectives and risk appetites: our growth-oriented Global Equity Fund and our income-oriented Global Income & Growth Fund.
Global Solution Tailored For Long-Term Growth
the Global Equity Fund seeks to build a diversified portfolio of growth-oriented companies designed to deliver superior, consistent risk-adjusted returns.
Global Equity Periodic Table of Investment Returns
This periodic table of global equity investment returns conveys the importance of diversification across countries.
A company’s stock price reacts positively to growth in earnings and cash flow.
Indicators of sustainable earnings growth appear at the company level before they impact stock prices.
Concentrated portfolios, diversified across industries and geographic regions, deliver the most impact.
Our rigorous bottom-up selection process seeks out sustainable earnings growth characteristics and incorporates them into a concentrated portfolio of companies across industries and geographic regions. We use a three step investment process that includes the construction of a global equity selection pool from securities held in our regional portfolios; screening and fundamental analysis to identify the “best stock ideas;” and lastly, team vetting and decision-making. Our concentrated portfolios have high impact growth characteristics that apply regional, sector and single stock risk controls to ensure diversification. Our Global Equity mandate holds 50-80 names, while our Global Income & Growth mandate holds 45-55 names.
Greystone Global Equity Funds
Basis Point® newsletters offer quarterly performance information and an easy-to-understand explanation of the factors influencing investment returns. Click on the links below to view the latest editions.