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The OSIG Global Portfolio is a long-only, actively managed international equity portfolio benchmarked against the MSCI All Country World Index Excluding U.S.A. (ACWI ex U.S.) and the Standard & Poor's 500 Total Return Index. Holdings must be either foreign and listed as an ADR or U.S.-based and derive a minimum of 50% of sales from outside the U.S. The global portfolio has approximately $180,000 of assets under management.
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Our Global StrategyMy goal as Global Portfolio Manager is to reduce the historical deviation between our portfolio and its benchmark index through a multifaceted risk management strategy aimed at optimizing the portfolio’s risk-return profile. To achieve this, I will prioritize strategic diversification across industry sectors and geographic regions to mitigate idiosyncratic risk as well as the impacts of foreign exchange. Appropriate asset allocation techniques will be employed to accomplish this. Another main focus will be to periodically rebalance the portfolio to match the sector weightings of the blended benchmark index while maintaining desired beta levels to manage volatility amidst dynamic market conditions. Regarding potential initiations, my investment thesis concentrates on finding undervalued equities with strong long-term growth catalysts, a track record of success, healthy financial statements, and favorable market/industry positioning.” |
