Global Equity

Batterymarch's Global Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank an investable universe of approximately 5,500 liquid stocks daily. Our portfolios are well diversified and style neutral, with moderate active bets versus the benchmark. We seek to outperform across a range of market environments and add value in both up and down markets.

Quick Facts:

Global Opportunistic Equity

Inception Date: January 2006

Benchmark: MSCI World Standard Index (Net Dividends)

Number of Holdings: 150 - 200

Expected Annual Turnover: 250 - 300%

Historical Tracking Error: 3 - 5%

Performance Objective (Gross of Fees): Benchmark + 3% over a market cycle