Global Equities
FGP Global Equity Fund
About the Fund
The FGP Global Equity Fund aims to generate attractive total investment returns through long-term capital growth, along with dividends and other income. To achieve this, the Fund invests primarily in a diversified mix of U.S. and international equity securities, following a disciplined, bottom-up value-oriented approach to security selection.
Why Invest in the FGP Global Equity Fund?
- Global Diversification: Provides exposure to a diversified portfolio of what we believe to be high-quality U.S. and international equities, aiming for broad market access and the potential for risk mitigation.
- Capital Growth and Income: Targets both long-term capital growth and steady income through dividends, balancing growth potential with income generation.
- Disciplined Strategy: Supported by the rigorous research conducted by FGP’s research team, the portfolio manager follows a disciplined approach to identifying what our research shows to be undervalued global companies.
Performance (As of September 30, 2024)
INSTITUTIONAL AND DIRECT CLIENTS
Global Equity Fund
Portfolio Analysis (as of September 30, 2024)
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP Global Equity Fund.
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