Global Real Estate Securities
Our Global Real Estate Securities Strategy seeks capital appreciation and income through investment in real estate equity securities around the globe with a primary focus on developed markets.
The portfolio typically invests in 40-60 companies actively engaged in the ownership, management and development of real estate. Holdings are diversified across regions, countries and property sectors. The strategy is opportunistic and focused on those countries and sectors with the greatest growth potential, and where economic and real estate fundamentals are most attractive. An emphasis is placed on under-valued, under-appreciated and/or lesser-known companies, which are well-managed and well-positioned to capitalize on the trends in their respective markets. Our investment style is value driven and combines top-down/bottom-up analysis. Our investment themes and stock selections are determined by fundamental company, country and property sector analysis.