MAP Global Equity

“Value” drives everything we do at MAP. Value investing involves a bottom-up strategy with careful identification of specific undervalued investment opportunities.

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As a global value investor, MAP goes anywhere in the world to identify companies that pass its rigorous “value” screening and selection process.

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MAP Global Equity Strategy*

Strategy Goal – Long-term growth of capital by investing in a diversified global equity portfolio that is unconstrained by geography or market capitalization while being benchmark agnostic.
Style – Value
Market Capitalization Allocation – Large, Mid, & Small
Stated Benchmark – MSCI All Country World Index
Investable Universe – approximately 14,000 to 15,000 securities
Typical # of Positions Held – 40 to 65
Portfolio Construction Process – Bottom-up, based on fundamentals
Currency Hedging – None
Derivative Use – Select use of covered calls, or none if requested

Risk Management

Emerging Market Equity Exposure – Maximum 30%
Sector Exposure – Maximum 30%
Maximum amount invested in a single non-U.S. country – 20%
Maximum amount invested outside the U.S. – 60%
Small-cap securities – Limited to 2.5% (at cost)
Large cap – Limited to 5 % (at cost).

*Please see fact sheet for additional information & disclosures

DOWNLOADS:

MAP Global Equity Composite Fact Sheet

Q3 2017

GEOGRAPHIC ALLOCATIONS:*

Developed

Australia
Belgium
Canada
Denmark
Finland
France
Germany
Ireland
Israel
Italy
Netherlands
Norway
Singapore
Sweden
Switzerland
UK
US

Emerging

Czech Republic
Indonesia
Malaysia
Mexico
Morocco
South Africa
Thailand

*The countries represent locations of holdings which we currently own or have owned in the past 2 years.