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Global Currents Investment Management

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Overview

The Global Currents Investment Management, LLC ("Global Currents"), team has broad-based experience in global equities, which has been gained by managing global value equity strategies for over ten years. Founded by a group of portfolio managers, Global Currents maintains objectives of achieving steady asset growth through successful investment. The global investment team's key members average 20 years' industry experience and leverage a research process that enables the team to evaluate companies with a truly global perspective. The firm is a wholly owned affiliate of Legg Mason, Inc. but operates independently from its headquarters in Wilmington, Delaware.

Global Currents is a true value manager. Their philosophy is grounded in the belief (through the manager’s own research and practical experience) that value stocks tend to outperform the market over full market cycles and that a disciplined, bottom-up approach allows a skilled investor to capture potential additional return premium. To manage company-specific risk, they look to buy only those stocks that are at the lower end of their historical valuation ranges and have significant catalysts to spur future growth. This 'time-tested' approach has the potential to provide excellent risk-adjusted returns over full investment cycles, and it is a particularly important strategy in today's global markets.

 

Philosophy

A team approach is the hallmark of the investment team’s consistent performance in this asset class. The investment team employs a ‘global’ investment process – centered on an approach that leverages the intellectual creativity fostered between research analysts and portfolio managers working together to build and maintain an ‘optimal’ global equity portfolio. The team concentrates on a ‘bottom-up’ analysis that uses cutting edge quantitative systems to filter the global investment universe, before conducting fundamental company research into likely portfolio candidates. Global Currents is an investment manager with global experience, which has structured its resources in a way that enables it to research companies with a truly global perspective.

Global Currents investment approach has the following key attributes:

  • Global exposure to all markets, including emerging markets when the opportunity arises
  • Active approach to stock selection, sector and country allocation
  • All cap approach investing in companies with market capitalisations of over US$100m
  • Invest in high quality companies trading at low prices to the manager’s assessment of intrinsic value
 

Trusts Managed by Global Currents Investment Management

Global Currents Investment Management - Global Trusts

 
 

For the Legg Mason Global Value Equity Trust, effective 1 July 2008, Global Currents Investment Management, LLC succeeded Brandywine Global Investment Management, LLC as sub-advisor. Both entities are wholly owned subsidiaries of Legg Mason, Inc. The key global equity investment personnel continue to manage managing the Trust following the succession.