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For Institutional Investors in the US

Global Property Equities

A high-conviction, bottom-up, long-only portfolio of global REIT companies seeking income and long-term capital appreciation.

Overview

ABOUT THIS STRATEGY

The strategy is high conviction and actively managed, investing in quoted equity securities of companies or real estate investment trusts (or equivalents) listed or traded on a regulated market. Supported by real estate experts based in Europe, Asia and North America, our primary strategy is long only and benchmark aware seeking moderate, but consistent, outperformance of the benchmark index.

INVESTMENT APPROACH

Working to Deliver Attractive Total Returns Over the Long Term
The strategy seeks income and long-term capital appreciation by investing principally in global Real Estate Investment Trusts (REITs) and listed property companies.

Liquid Access to Global Property
Compared to physical property investment, listed REITs are more liquid, require less investment capital and can deliver a consistent income stream.

Portfolio Diversification
Property equities generally display low correlations to other assets such as equities and bonds and lower volatility than equities.

Portfolio Management

Guy Barnard, CFA
Guy Barnard, CFA

Co-Head of Global Property Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2006.

Tim Gibson
Tim Gibson

Co-Head of Global Property Equities | Portfolio Manager

Industry since 2001. Joined Firm in 2011.

Greg Kuhl, CFA
Greg Kuhl, CFA

Portfolio Manager

Industry since 2005. Joined Firm in 2015.

Performance

RETURNS (%) (As of 09/30/2024)
Composite Gross Composite Net FTSE EPRA Nareit Developed Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(11/01/1997)
Composite Gross 16.15 11.75 26.15 -0.51 3.87 7.09 9.36
Composite Net 15.85 10.85 24.80 -1.94 2.18 5.23 7.37
FTSE EPRA Nareit Developed Index 16.07 11.77 28.86 0.39 1.39 4.06 6.59
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.
RETURNS (%) (As of 09/30/2024)
Composite Gross Composite Net FTSE EPRA Nareit Developed Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(11/01/1997)
Composite Gross 16.15 11.75 26.15 -0.51 3.87 7.09 9.36
Composite Net 15.85 10.85 24.80 -1.94 2.18 5.23 7.37
FTSE EPRA Nareit Developed Index 16.07 11.77 28.86 0.39 1.39 4.06 6.59
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.

Documents

Related Insights

Our intellectual capital is readily available and central to our Knowledge Shared approach"
Related Insights
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