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EAFE

  • AUM $0.8 billion
    (30 September 2019)
  • Inception Date 1980
  • Vehicles Available
    • Commingled Fund
    • Separate Account
 

Investment Philosophy

  • We are active managers who aim to capitalize on opportunities that arise when securities are mispriced.
  • We identify investment opportunities through a differentiated and innovative investment process where fundamental, bottom-up analysis is key.
  • We favor unrecognized growth companies with well-established or improving business franchises, balance sheets and management.
  • Our proprietary research process integrates macro and dynamic Environmental, Social and Governance (ESG) perspectives in company analysis and valuations.
  • Our five-year research horizon allows our deep pool of investment professionals to take a strategic view on a company’s growth outlook.
  • Our experienced team of portfolio managers builds high conviction portfolios, tailored to client specifications targeting superior risk-adjusted returns over the long term where stock selection is the main driver of returns.

Our Value Add

  • A high-conviction portfolio of our best international investment ideas
  • A clear and consistent approach emphasizing quality, growth and valuation
  • High-active share portfolios targeting meaningful risk-adjusted returns
  • Investment process tailored for asset class by experienced team
  • ESG and macro considerations incorporated into fundamental company analysis

Portfolio Managers

Susan O'Brien

Susan O'Brien

Jonathan Greenhill

Jonathan Greenhill

David Bertocchi, CFA

David Bertocchi, CFA

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The opinions and other information contained herein, whether express or implied are made in good faith in relation to the facts known at the time of preparation and are subject to change without notice. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

This material should not be construed as a recommendation, and Barings is not soliciting any action based upon such information. Additionally, the strategies and funds may not be available to all investor types in all jurisdictions. 

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