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 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 26% of the manager's regulatory AUM.

GLOBAL THEMATIC StockAlpha

-2.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GLOBAL THEMATIC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.65% Tech -0.31% -0.07% 0 42%
JPM 4.26% Financials 28.76% 0.11% 0 35%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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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...
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GLOBAL THEMATIC Portfolio Concentration

GLOBAL THEMATIC Location

681 FIFTH AVENUE
12TH FLOOR
NEW YORK, New York
UNITED STATES, 10022

GLOBAL THEMATIC Contact Information

Phone Number: 212-223-6978
Fax Number: 212-223-6931
Website:

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