Guardian Global Equity
Benchmark: MSCI World Index
Inception Date: 31-Dec-02
Investment Objective
The primary objective of the strategy is the achievement of long-term growth of capital primarily through the investment in a portfolio of equity or equity-related securities of issuers with business operations located throughout the world.
Investment Approach
The Guardian Global Equity Strategy employs a system-driven bottom-up research approach to assess relative value and capital growth potential within a broad stock-selection universe. We use a quantitative approach to analyze multiple fundamental factors and incorporate financial data and other information sources relevant to the issuer, including rates of change of fundamental factors. We seek out companies that have potential for both capital growth and sustainable earnings growth. Through the integration of Artificial Intelligence in our models we use machine learning techniques to further our ability to forecast future earnings growth for companies as well as predicting the chance of significant negative earnings. These factors are normalized, ranked, and then combined with the relative, Intrinsic and big data factors to come up with a composite score for each stock. In making our final assessment, we place particular focus on earnings growth and earnings quality. The strategy maintains a large capitalization bias and is broadly diversified by issuer, sector and geographic region.