GLOBAL INSIGHT

Utilizes a rigorous and proprietary process to uncover undervalued large cap global equities

Key Details

Inception June 1, 2012
Investment universe Global large cap
Style Value
Short selling and options For authorized accounts
Management fee 1.25%
Performance fee 20% of appreciation over 6% hurdle rate

Top 10 Holdings

AS OF DEC 31, 2018

COMCAST CORP. CL-A NEW
CVS HEALTH CORPORATION
CBRE GROUP INC CL A
VANECK VECTORS GOLD MINERS ETF
ALPHABET INC CLASS A
ALASKA AIR GROUP INC
AENA SA
ALIBABA GROUP HOLDING LTD S/ADR
SCHIBSTED ASA NOK 1.0
BERKSHIRE HATHAWAY -B- NEW

Key Features

Global
Our go anywhere approach provides more opportunities.
Value Approach
Our most important pillar is our value investment philosophy.
Risk Management
We utilize a parallel process to monitor economic and market risk.

Strategy Overview

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.

Investment Team


Randall Abramson, CFA
Portfolio Manager

Ronald Steinhoff, CFA
Portfolio Manager

Gena Velichko
Analyst