Shep Perkins, CFA

Co-Head of Equities

Funds managed

Fact sheet Annual Semi-annual
Global Equity Fund
Sustainable Leaders Fund
5-year Morningstar rating among 1125 funds in the Large Growth category.

Whitepapers

Equity Outlook

17-Oct

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


Blog posts

Are non-U.S. stocks truly cheap?

April 23, 2018

On the surface, U.S. stocks appear more expensive than non-U.S. stocks, but a quantitative comparison reveals the impact of sector valuations.


Are international stocks truly cheap?

April 18, 2018

On the surface, U.S. stocks appear more expensive than international stocks, but a quantitative comparison reveals the impact of sector valuations.


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.