Top 10 Holdings
AS OF SEPT 30, 2018
|SCHIBSTED ASA NOK 1.0|
|CBRE GROUP INC CL A|
|CVS HEALTH CORPORATION|
|ROYAL CARIBBEAN CRUISES LTD|
|GRUPO AEROPORTUARIO DEL SURESTE SPONS ADR|
|MITSUBISHI CHEMICAL HLDGS COR|
|COMCAST CORP. CL-A NEW|
|ALASKA AIR GROUP INC.|
|HOWARD HUGHES CORP|
The Generation Global Insight Model is generally for clients whose principal objective is long-term capital appreciation.
The Global Insight Model invests primarily in securities of large capitalization companies, typically with market caps over $5 billion at the time of purchase, but may invest in companies with market caps of $2 to $5 billion. The Global Insight Model employs a proprietary and systematic process to uncover large cap global equities which our analysis indicates are undervalued. The most undervalued securities in our global large cap universe form the focus group for our analytical team to concentrate its research efforts for investment targets. The undervalued stocks from the focus group that pass our research review process become targets for our equity portfolio. Our proprietary TRAC™ system is used in an effort to optimize buy and sell decisions for targets and portfolio holdings.
In addition to rigorous stock screening and research, we utilize a parallel process to monitor economic and market risk.