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Our Amundi Global Equity Strategy seeks strong risk-adjusted returns, as the Strategy invests in companies globally where we believe the upside potential is significantly greater than the downside risk. 

                              

                        

                       

   

Our Amundi Global Equity Strategy seeks to create a portfolio with high and diversified1 active share, leveraging our best fundamental, bottom-up ideas. We focus on diversification¹ in terms of both absolute exposures and relative contribution to risk.

1Diversification does not guarantee a profit or protect against a loss.

Marco Pirondini

Executive Vice President
Chief Investment Officer, US 
Portfolio Manager

Biography

John Peckham, CFA

Managing Director
Director of Global Equities, US
Portfolio Manager 

Biography

Brian Chen

Senior Vice President
Global Portfolio Manager

Biography

Jeff Sacknowitz

Vice President
Global Portfolio Manager

Biography

Paul Jackson

Vice President
Global Portfolio Manager

Biography

Overview

With the goal of generating strong risk-adjusted returns, the Strategy invests in companies globally where we believe the upside potential is significantly greater than the downside risk. 

  • We believe that:
    • Sources of market inefficiencies vary over time. The best way to capitalize on these inefficiencies and pursue attractive risk-adjusted returns is through an integrated approach that combines fundamental, bottom-up research and a top-down view of the global macrooeconomic landscape in a well-diversified portfolio.
    • Quality companies outperform. Quality companies are companies that have sustainable competitive advantages and can produce strong, unlevered returns on equity compared to their peers. Investing in attractively valued, high-quality companies can further contribute to strong risk-adjusted returns over time. 

PLEASE NOTE:  The Internal Guidelines referenced do not necessarily represent prospectus / statutory limitations. These internal guidelines are used as guidance in the daily management of the Portfolio's investments. These guidelines are subject to change and should not be relied upon as a long term view of the Portfolio's exposures, limitations, and / or risks.

Why Amundi US?

Key features of the Amundi Global Equity Strategy include:

  • We integrate bottom-up fundamental research with top-down views and quantitative screening to generate investment ideas with favorable risk / reward characteristics. 
  • Our focus is on companies that have high returns on capital, grow earnings, dividends and cash flow, have strong balance sheets and are selling at attractive valuations.
  • We are committed to maintaining a high active share while maintaining a well-diversified portfolio with a balanced exposure to bottom-up and top-down factors.
  • The portfolio managers both have more than 20 years of investment experience and utilize Amundi US' team of investment professionals globally for research analysis and support.