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 
Senior Managing Director,
Chief Investment Officer,
Global Equity Investments

Tom Kolefas

Tom Kolefas 
CFA, Managing Director,
Equity Investments

Saira Malik

Saira Malik 
Managing Director,
Head of Global Active Equity Portfolio Management,
Global Equity Investments

Female Placeholder

Andrea Mitroff
Managing Director,
Equity Investments

Male Placeholder

John Tribolet
Managing Director,
Head of Active Global Equity Research
C49887