Global

The Amundi Pioneer 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. 

                         

                              

                        

                       

The Amundi Pioneer 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
Head of Equity, US
Portfolio Manager 

Biography

David Glazer, CFA

Senior Vice President
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. 
  • Typical Investment horizon is 3 to 5 years.

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 Pioneer?

Key features of the Amundi Pioneer 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-diversified1 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 Pioneer's team of investment professionals globally for research analysis and support.

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

Source: Amundi Pioneer
This strategy is managed by Amundi Pioneer. Amundi Pioneer cannot guarantee the success of the investment strategy. Past results are not necessarily indicative of future performance. No assurance can be made that profits will be achieved or that substantial losses will not be incurred. All investments involve risk including the loss of principal.