Global and International Value Equity team
Our investment approach is based on the concept that adversity creates opportunity and that transitory problems can be overcome by well-managed companies.
Edward A. “Ned” Gray, Chief Investment Officer — Global and International Value Equity
We are classic value investors with a conservative, risk-averse approach to investing. With more than 65 years of collective experience working together as a team, we have established a distinctive structure and refined style in researching prospective holdings. Each team member brings a unique experience and perspective to the table, and we believe this makes for a robust exchange of ideas. Our team approach to investment research is collaborative, research-driven, and bottom-up.
Since the strategies' inceptions, the philosophy and process that we use to pick equities for our clients' portfolios has remained unchanged. Our goal is to invest primarily in securities that we believe provide the potential for capital appreciation. We have consistently adhered to our basic tenets of only considering companies whose valuations meet our specific investment criteria and which we believe, after rigorous fundamental research has been conducted, have at least 50% upside potential within a three-year time horizon. Stock selection has been the primary source of our performance versus our benchmarks and our peers.
Ways to invest
Separate account strategies
Variable insurance product (VIP)
Collective investment funds
SEI Trust Company and Delaware Funds by Macquarie offer several collective trust funds designed to help meet the investment needs of our defined contribution clients. Please click here for more information.
The Macquarie Collective Investment Trust (the “Trust”) offers trusts (the “Macquarie Trusts”) for the collective investment of assets or participating tax qualified pension and profit sharing plans and related trusts, and governmental plans as more fully described in its Declaration of Trust. As bank collective trusts, the Macquarie Trusts are exempt from registration as investment companies. The Macquarie Trusts are managed by SEI Trust Company (the “Trustee”), based on the investment advice of Macquarie Investment Management Advisers, the investment adviser to the Macquarie Trusts. The Trustee serves as the Trustee of the Trust and maintains ultimate fiduciary authority over the management of, and the investments made in, the Macquarie Trusts. The Macquarie Trusts are part of the Trust, which is operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company (SEI).