The Chautauqua Global Growth Strategy invests in equity securities of both U.S. and non-U.S. companies with large market capitalizations. The strategy will normally be diversified among at least three different countries, including the United States. The strategy invests primarily in developed markets but may invest in emerging and less developed markets. The portfolio contains high-quality companies that employ better governance and disclosure, more conservative accounting, less financial leverage and “best-in-class” management. This reduces the risk of negative surprises and mitigates the risk of loss, which is a primary concern. In addition to generating high risk-adjusted returns, the approach creates upside market participation and downside protection.
- Concentrated portfolio of generally 35–45 stocks
- Positions are typically 1–6% at the time of purchase
- Market caps in excess of $5 billion at the time of purchase
- Sector weights limited to 50% of portfolio
For more information, contact David Lubchenco or the Intermediary Specialist in your region.
|3-Month||YTD||1-Year||3-Year||5-Year||10-Year||Since Inception||Inception Date|
|Chautauqua Global Growth (gross)||0.72||2.07||18.54||14.54||14.69||10.09||9.60||1/1/07|
|Chautauqua Global Growth (net)||0.55||1.72||17.42||13.72||13.96||9.64||9.21||1/1/07|
|MSCI ACWI GD||0.72||-0.13||11.31||8.78||10.00||6.37||5.57|
|Excess Return (net)||-0.17||1.85||6.11||4.94||3.96||3.27||3.64|
|Chautauqua Global Growth (gross)||38.97||2.24||9.64||8.24||19.44||15.40||-8.67||22.62||70.29||-49.38||25.32|
|MSCI ACWI GD||24.62||8.49||-1.84||4.71||23.44||16.80||-6.86||13.21||35.41||-41.85||12.18|
*Data as of 6/30/18