MacKay Shields | Fundamental Equity Team

The Fundamental Equity investment team employs a research-intensive approach to bottom-up portfolio construction in an effort to obtain a diversified exposure to high conviction investment ideas with high active share. Their investment strategies focus on companies with sustainable growth and aim to construct portfolios comprised of high quality names that are likely to provide consistent excess returns versus the stated benchmark over time. The team is distinguished by:

Portfolio Management TeamExperienced portfolio management team with diversity in thought, background, and experience
PhilosophyPhilosophy exclusively focused on identifying sustainable growth opportunities through all market cycles
Decision-Making ProcessHigh-conviction, team decision-making process is expected to result in a high active share portfolio
StrategyThe Strategies have historically provided relatively strong results since inception, with bottom-up stock selection driving excess returns (although past performance is no guarantee of future results)

The Fundamental Equity investment team believes it can generate excess returns using a fundamental approach by investing in companies that have sustainable business models. The investment process focuses on long-term holdings in companies with diversified revenue streams that the investment team believes have the ability to sustain growth, year after year, regardless of the economic cycle. The result of this investment philosophy is expected to be a diversified, high-conviction portfolio investing in companies that the investment team finds attractively valued, while also looking to protect investors in volatile market environments.

The Fundamental Equity investment team employs a research-driven investment approach, which utilizes fundamental analysis to construct diversified portfolios through bottom-up security selection. The investment team firmly believes that the best way to generate returns is by investing in companies that have sustainable business models and meet the team’s strict criteria for investment.

International Equity All Country (Fundamental)

Objective

The Fundamental International Equity All Country Strategy is a bottom-up investment strategy, incorporating individual company fundamental analysis, industry competitive dynamics, and analysis on secular trends to identify long-term holdings in companies that have the potential for sustainable growth.

Investment Universe

The team seeks investable ideas across all sectors, geographies (except the US), and market capitalizations. The Strategy’s investable universe is not constrained by the benchmark (the MSCI All Country World ex-US Index), therefore research can be conducted on any non-US company, so long as the stock meets the team’s strict fundamental investment criteria regarding sustainability.

Carlos Garcia-Tunon, CFA

Head of Fundamental Equity

Portfolio Managers / Analysts

3

Teams

Fundamental Equity Team

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