Global Equities

FGP Private Global Equity Fund

  • INSTITUTIONAL AND DIRECT CLIENTS

About the fund

The FGP Private Global Equity Fund aims to deliver attractive total investment returns through long-term capital growth, alongside dividends and other income. The Fund invests primarily in a diversified mix of U.S. and international equity securities, with a focus on optimizing after-tax returns for taxable individuals and organizations.

Why Invest in the FGP Private Global Equity Fund?

  • Tax-Efficient Global Exposure: Designed for taxable investors, focusing on optimizing after-tax returns through a diversified portfolio of U.S. and international equities.
  • Diversified Portfolio: Invests in a wide range of global equities, providing broad exposure across various sectors and regions.
  • 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

Private Global Equity Fund
As of September 30, 2024

View Investment Policy Statement

Access the Investment Policy Statement to see the guidelines and strategies behind the FGP Private Global Equity Fund.

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