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Global Leaders UCITS Fund

The Global Leaders equity strategy is a portfolio of 30-40 leading global companies that deliver exceptional customer outcomes. Via fundamental, bottom up analysis we look to identify companies that are able to take market share & compound their performance over long periods of time.

 

Inside the Strategy

  • We invest in companies that the portfolio manager believes are leaders within their industry or country, as demonstrated by an ability to deliver high relative return on invested capital over time. We believe that high returns on capital typically can be attributable to, among other things, a strong competitive position and defensible barriers to entry.
  • We use a research-intensive approach to building a concentrated portfolio of typically 40 companies.
  • Our strategy benefits from an experienced portfolio manager with success investing globally and who shares a belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance.
 

UCITS Fund Facts

Number of holdings: 30-40

Market-cap range: >$2 billion

Benchmark: Russell Global Large-Cap Index

Inception Date: 1 May 2015

Dealing: Daily

Cut-off time: 3.00pm Irish time

Settlement: T+2

Portfolio Managers: Mick Dillon, CFA and Bertie Thomson, CFA

Vehicle: Separately Managed Account, Mutual Fund, UCITS Fund

Publications

Manager Q&A
In this Q&A with the portfolio managers of the Global Leaders strategy, Mick and Bertie discuss great companies producing shareholder value by delivering a special outcome to their customers.

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Balancing Act | For Good Measure
In this article, Global Leaders portfolio managers Mick and Bertie discuss the dangers of oversimplifying valuation. They also explain why they focus squarely on a company’s business model as the ultimate measure of its intrinsic value.

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Daily Funds Nav

Price Date: 19-Sep-18


Share Class ISIN Curr. Nav
CUDIE00BYT42596USD13.71
CGHIE00BYJQVP87GBP15.24
CUSIE00BVVHP670USD14.50
BUSIE00BVVHP563USD11.27
CGAIE00BYJQVN63GBP11.02
MGHIE00BFZ0XB10GBP10.48

Fund Resources

 

Quarterly Letters

 

Click here to see all Brown Advisory investment strategy documents.

 

Please read our composite disclosure and other important firm disclosures.

More Information About Investing


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