Global Equity Team
Four pillars drive innovation within the global equity team’s investment process—and align with our larger purpose of delivering strong client results.
| Having a Growth Mindset | We must predict how industries of tomorrow may be fundamentally, irrevocably different than they are today. That requires continuous learning. |
| Championing Collaboration | Discussion and debate lead to innovation. We give everyone a voice. We let everyone weigh in. And in doing so we strengthen our thinking. |
| Enhancing Discipline | By building rigor around growth investing, we create a strong, repeatable process that drives results. |
| Creating Impact | Our initiatives are not only a way to achieve growth with investments; they are a means to creating a positive impact— on our clients, our colleagues, and our communities. |
Having a Growth Mindset
I’m curious about so many things. I truly love learning about very random topics. Whether it’s cryptocurrency, the rise in sports gambling, or the history of the royal family, I’m all about absorbing as much information as possible.
Emily George
PORTFOLIO SPECIALIST, GLOBAL EQUITY TEAM
Seeking New Opportunities
We looked for a new way to make it easy and fun to identify new opportunities by creating a space for what we call “new company discovery,” where research associates lead periodic discussions of newly discovered companies and emerging themes. Ultimately, the goal is to identify future investment opportunities for our portfolios.
Our learning lunches are where ideas go to procreate. We agree to a topic; often it’s the most interesting podcast someone listened to over the weekend or a book someone read. Then we book lunch at a restaurant and people come prepared. It’s a way to engage in spirited debate and learn some new things.
Jay Kannan, CFA
RESEARCH ANALYST, GLOBAL EQUITY TEAM
Championing Collaboration
We originally thought we’d create a summer reading list, but that seemed overdone, and we wanted to be more creative. So we decided to create a newsletter that shares articles, videos, podcasts, and other information not part of the news cycle.
Alexa Davis
STRATEGY ANALYST, GLOBAL EQUITY TEAM
AUTHENTICITY INSPIRES GROWTH
We have a “partner champion” program wherein a partner candidate works with an existing partner. The partner candidates are responsible for getting themselves over the line, but the partner is a guiding hand—there to help them but not distort things.
Romina Graiver, Partner
PORTFOLIO SPECIALIST, GLOBAL EQUITY TEAM
Sprinting to the Future
Our working groups gather individuals from different levels of seniority and asks them to solve a particular challenge.
Enhancing Discipline
Multiple Investing Frameworks,
Maximum Flexibility
We’ve built and fine-tuned a number of investing frameworks to help build a practice around growth investing.
Committed to ESG Integration
ESG factors are among the many considerations that inform our investment decisions. They are inextricably linked with our fundamental assessment of company management and sustainability of competitive strengths.
