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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 StrategyThe Global Portfolio focuses on companies with revenue that comes from outside the U.S. or companies that operate outside the U.S. Given this, my main goal is to focus on companies apart of the MSCI AWCI ex U.S. in order to further separate this portfolio from the Large-Cap. The blended index of the S&P 500 TR and the MSCI provides a heavy focus on Financials over Technology in comparison to the S&P. My overall focus is choosing high-quality companies that will increase our weighting in the Financials Sector while also focusing on getting updates on our Technology positions in order to properly balance these two sectors and continue to separate the Global portfolio from the Large-Cap. ” |