Shep Perkins, CFA Co-Head of Equities

Funds managed

Fact sheet Annual Semi-annual
Global Equity Fund

Whitepapers

Equity Outlook

17-Oct

Analysis of global equity markets from the Co-Heads of U.S. and International Equities.


Blog posts

Just how cheap are European equities?

November 15, 2017

Our analysis finds that industry group weightings play a significant role in valuation discrepancies between U.S. and European equities.


Proceeding toward Brexit: The risks for investors

September 05, 2016

With the United Kingdom beginning to move forward with Brexit, we see risks to the economy, the pound, and the markets.


Proceeding toward Brexit: The risks for investors

August 12, 2016

With the United Kingdom beginning to move forward with Brexit, we see risks to the economy, the pound, and the markets.