Asset Management

The Active Global Equity investment strategy is designed to seek a favorable long-term rate of return, through capital appreciation and investment income, that outperforms the MSCI World Index.

The portfolio management team seeks to invest in a broadly diversified portfolio of foreign and domestic equity securities by using a combination of three investment strategies: active management, enhanced indexing, and pure indexing. The team may invest in companies of any market capitalization size.

The portfolio management team employs fundamental valuation methods, as well as quantitative methods to seek out attractively priced companies.

Related Professionals

Thomas Franks

Thomas Franks

CFA, Managing Director,
Equity Investments

Tom Kolefas

Tom Kolefas 

CFA, Managing Director,
Equity Investments

Saira Malik

Saira Malik

CFA, Managing Director,
Equity Investments

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Andrea Mitroff

Managing Director,
Equity Investments

Male Placeholder

John Tribolet

Managing Director,
Equity Investments

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