We have a culture that inspires intellectual curiosity and flexibility.
Counterpoint Global, one of our Active Fundamental Equity teams, seeks to make long-term investments in unique companies whose market value can increase significantly for underlying fundamental reasons. Their portfolios are typically concentrated and differentiated from their benchmarks. Counterpoint Global consists of 56 people, including 32 investors, four disruptive change researchers, two consilient researchers and two sustainability researchers. Counterpoint Global’s culture fosters collaboration, creativity, continued development, and differentiated thinking.
The Counterpoint Global platform includes the Global Opportunity^ investment team, led by Kristian Heugh.
| Strategy Name | Description | |
|---|---|---|
|
||
|
Invests primarily in established and emerging companies globally.
|
||
|
Invests primarily in established and emerging companies globally.
|
||
|
Invests primarily in established companies globally that benefit from efficient scale.
|
||
|
Invests primarily in established and emerging small cap companies in the United States.
|
||
|
Invests primarily in established and emerging mid cap companies in the United States.
|
||
|
Invests primarily in established and emerging large cap companies in the United States.
|
||
|
Invests primarily in established and emerging companies in the United States.
|
||
|
Invests primarily in established large cap companies in the United States.
|
||
|
Invests primarily in established companies in the United States that benefit from efficient scale.
|
||
|
||
|
Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.
|
||
|
Invests in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment.
|
||
|
Invests in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.
|
||
|
Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
|
||
|
Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.
|
||
|
Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
|
||
|
Invests globally in high quality companies with strong ESG alignment consistent with the United Nations Sustainable Development Goals that the team believes are undervalued at the time of investment. Restricts businesses operating in industries with material environmental and social externalities and/or corporate governance risk, including alcohol, tobacco, fossil fuels and weapons.
|
||
|
Invests in high quality companies located or operating in developed market countries that the team believes are undervalued at the time of investment.
|
||
|
||
|
Invests primarily in companies with growing intrinsic value.
|
||
|
||
|
Invests primarily in companies principally engaged in the discovery, development, production, or distribution of products or services related to advances in healthcare.
|
||
Subscribe to Counterpoint Global Insights - Consilient Observer
Thank you for subscribing to Counterpoint Global Insights – Consilient Observer.