The strategy for our Global Growth portfolio is similar to our Focus Growth strategy, but with some adjustments designed to compensate for certain fundamental and macro-economic influences that tend to have a greater effect on the relative performance of foreign stocks than domestic issues.
Our Global Growth strategy seeks to invest in both U.S. and foreign businesses that are well positioned to capitalize on long-term growth opportunities and have strong financials, a sustainable competitive advantage and the potential for exceptional five-year earnings growth. The Global Growth strategy offers:
We avoid businesses that are cyclical, commoditized or state-controlled. We also avoid or minimize exposure to businesses that are located in countries with excessive currency or inflation risk or with a political system that does not foster viable and transparent business growth.
We don't trade stocks — we buy businesses.
Julian Pick   |   Global Growth Portfolio Manager & Analyst