Shep Perkins, CFA Co-Head of Equities

Funds managed

Fact sheet Annual Semi-annual
Global Equity Fund
Multi-Cap Growth Fund

Blog posts

Just how cheap are European equities?


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


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


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