Shep Perkins, CFA Co-Head of Equities

Funds managed

Fact sheet Annual Semi-annual
Global Equity Fund

Blog posts

Just how cheap are European equities?

11/15/2017

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

8/12/2016

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


New horizon for corporate governance

5/28/2015

Pressure on the boards of Japanese companies to increase the return on equity for shareholders is changing the outlook for investing in Japan.