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 35 people, including 18 investment professionals and two disruptive change researchers. The team’s culture fosters collaboration, creativity, continued development, and differentiated thinking.

 
 
 
 
LEAD MANAGER: Dennis Lynch
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 large cap companies globally.  
Invests primarily in established companies in the United States that benefit from efficient scale.  
Invests primarily in established companies globally that benefit from efficient scale.  
Invests primarily in established and emerging companies globally.  
LEAD MANAGER: Kristian Heugh
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 primarily 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 primarily 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.  
 

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As of 10/31/2019. Team information may change from time to time.

This material is a general communication, which is not impartial and has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. All investments involve risks, including the possible loss of principal. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

 

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