Global Equity

AT A GLANCE as of 12/31/2021

92%
Active Share
102%
Downside Capture
40
# of Holdings
10/01/2015
Inception Date
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Our Objective

We seek to generate sustainable excess returns over the MSCI All Country World Index through a concentrated portfolio of global equities.

Our Focus

We invest in attractively valued companies that we believe have competitive advantages which will translate to long term growth that exceeds consensus estimates. This leads us to focus on companies with these characteristics:

Performance

As of 12/31/2021

All data as of 12/31/2021;  ^ denotes annualized performance. Past Performance does not guarantee future results.

Sector Allocation

As of 12/31/2021

Sector allocations are based on a representative account.

Top 10 Holdings

As of 12/31/2021

Company

Portfolio Weight
Domicile

Amazon.com, Inc.

5.4%
United States

Chailease Holding Co. Ltd.

4.6%
Taiwan

Danaher Corporation

4.4%
United States

Cintas Corporation

3.9%
United States

Costco Wholesale Corporation

3.9%
United States

Intuitive Surgical, Inc.

3.6%
United States

Accenture Plc

3.4%
Ireland

Norfolk Southern Corporation

3.2%
United States

AstraZeneca PLC

2.8%
United Kingdom

Nippon Sanso Holdings Corporation

2.8%
Japan

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Redwood Investments, LLC is an SEC registered investment adviser.

Redwood Investments, LLC claims compliance with the Global investment Performance Standards (GIPS). Redwood Investments, LLC claims compliance with the Global investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The firm must disclose how to obtain GIPS-compliant performance information for the firm’s strategies and products.The information presented here is supplemental to the information and full disclosures included in the fact sheet and quarterly letter which are available for download on this site.

Holdings are subject to change. The top 10 representative portfolio holdings indicated as of the time period noted and are subject to change. Portfolio holdings should not be considered a recommendation to purchase, hold or sell any particular security. A list of all securities held in the portfolio over the past 12 months is available upon request.

Reference to the benchmark index is for comparative purposes only and is not intended to indicate the representative portfolio will contain the same investments as the benchmark index.

Terminology:

Active Share - A measure of the percentage of the stock positions in the representative portfolio that differ from the index. Source: Redwood Investments, LLC, SS&C, Factset.
Downside Capture - A measure of the manager’s performance in down markets relative to the market itself. Source: eVestment.
# of Holdings - indicates the number of securities in the representative portfolio. Source: Redwood Investments, LLC and MSCI, Inc.