Centralized team-based approach
Global Real Estate Securities Concentrated
The goal of the Global Real Estate Securities Concentrated Strategy is to provide investors with a global, liquid and diversified portfolio of public real estate securities, with a focus on total return.
The Strategy is benchmarked against the FTSE EPRA/NAREIT Developed Index. It allows for out-of-index securities and emerging markets investments, when a fundamental opportunity is identified.
Adopting a high conviction investment style, the strategy typically holds around 30-40 securities, capitalizing on the best investment ideas stemming from our broad investment universe.
Main strategy features
- Participation in global real estate markets;
- Best ideas orientation;
- Emphasis on developed countries with exposure to emerging markets;
- High conviction style;
- Managed against a benchmark.
Investment Objective: Provide a total return of 2% or more above the benchmark, over a 4-year moving average (in USD).
Benchmark: FTSE EPRA/NAREIT Developed Index
Number of securities typically in the range of: 30-40
