Marcus is a member of the International Equity Team
Strategies
| Strategy Name | Description | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Invests in 25-50 high-quality, world-class companies at reasonable valuations that can sustain their high returns on operating capital over the long term. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Invests in both high quality compounders and value opportunities, primarily in developed markets outside the US. The compounders are characterized by high returns on operating capital employed and strong free cash flow. The value opportunities tend to be more cyclical, with improving or mispriced fundamentals. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.
Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.
Invests in 25-50 high-quality, world-class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.
Invests in both high quality compounders and value opportunities, primarily in developed markets outside the US. The compounders are characterized by high returns on operating capital
employed and strong free cash flow. The value opportunities tend to be more cyclical, with improving or mispriced fundamentals.