GLOBAL THEMATIC Overview
Global Thematic Partners Llc is an investment advisor that manages 12.8 BN dollars in regulatory AUM and has 21 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/18. The fund's latest filing disclosed 3BN in positions, representing 20% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/18. The fund's latest filing disclosed 3BN in positions, representing 20% of the manager's regulatory AUM.
GLOBAL THEMATIC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GLOBAL THEMATIC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IBN | 4.23% | Financials | 18.41% | 0.88% | 1 | 2% | ||
| AMAT | 4.15% | Tech | -7.67% | 0.24% | 0 | 18% | ||
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FEATURED IN
GLOBAL THEMATIC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dolores A. Eliot | Chief Compliance Officer | March-2010 |
| Michael R. Colon | Chief Operating Officer And Chief Financial Officer | March-2010 |
| Oliver Kratz | Managing Director | March-2010 |
| Ralf Oberbannscheidt | Managing Director | March-2010 |
GLOBAL THEMATIC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
GLOBAL THEMATIC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Global Thematic Equity is an unconstrained strategy (the ”Strategy”) that seeks to benefit from a dynamic basket of themes which we believe will meaningfully influence the valuation and cash flows of select companies worldwide over a three to five year period. Our guiding principle is the belief that developments in economics, social science, culture, and above all, natural science are highly non-linear events. They arise suddenly and then grow exponentially, causing big shifts and creating tipping points. Utilizing rigorous reason and research, we seek to discover and define such long-term trends in an actionable framework. Having defined, validated and launched a theme, we invest in best-of-breed companies geared to the thesis. We select stocks in which we see the most upside on a risk adjusted basis, irrespective of sector, region or style.
The Strategy is not constrained by sec...
Unlock Full Investment Process Description
Global Thematic Equity is an unconstrained strategy (the ”Strategy”) that seeks to benefit from a dynamic basket of themes which we believe will meaningfully influence the valuation and cash flows of select companies worldwide over a three to five year period. Our guiding principle is the belief that developments in economics, social science, culture, and above all, natural science are highly non-linear events. They arise suddenly and then grow exponentially, causing big shifts and creating tipping points. Utilizing rigorous reason and research, we seek to discover and define such long-term trends in an actionable framework. Having defined, validated and launched a theme, we invest in best-of-breed companies geared to the thesis. We select stocks in which we see the most upside on a risk adjusted basis, irrespective of sector, region or style.
The Strategy is not constrained by sec...
Unlock Full Investment Process Description
GLOBAL THEMATIC Portfolio Concentration
GLOBAL THEMATIC Location
681 FIFTH AVENUE
12TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
12TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
GLOBAL THEMATIC Contact Information
Phone Number: 212-223-6978
Fax Number: 212-223-6931
Website: http://www.gtpartners.com/
Fax Number: 212-223-6931
Website: http://www.gtpartners.com/
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