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The OSIG Global Portfolio is a long-only, actively managed international equity portfolio benchmarked against the MSCI All Country World Index Excluding U.S.A. (ACWI ex U.S.) and the Standard & Poor's 500 Index. Holdings must be either foreign and listed as an ADR or U.S.-based and derive a minimum of 50% of sales from outside the U.S. The global portfolio has approximately $150,000 of assets under management.
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Our Global StrategyDuring the COVID-19 pandemic, I sought out stable companies with consistent dividends and low betas that would strengthen the diversification of the Global Portfolio. Moving forward, I am prioritizing undervalued companies in emerging markets and industries that have the potential for substantial growth after current recessionary fears subside. ” |
Congratulations to our newly elected portfolio manager, Peter Layzell for the 2023-2024 academic year! |