Investment Strategies

Channing Global Advisors

Co-founded by Wendell Mackey, CFA & Rodney Herenton of Channing Capital Management along with Josephine Jimenez, CFA, Channing Global Advisors was formed in 2017 to carry forward, on a worldwide basis, its parent company’s unwavering quest to discover high quality, growing businesses in international and emerging markets.

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Emerging Markets All Cap

Employs a thematic growth approach, focusing on up to 70 high-quality, growing companies in developing economies across market capitalizations.
Inception
July 31, 2018
Average Market Capitalization
$115.12B
Benchmark
MSCI Emerging Markets Index
Available Investment Vehicles
Separately Managed Account, Private Fund
Lead Portfolio Manager
Josephine Jimenez, CFA

Chief Investment Officer; Analyst & Portfolio Manager

Emerging Markets Small Cap

Employs a thematic growth approach, focusing on up to 100 high-quality, growing companies in developing economies, generally with market capitalizations of less than $5 billion (USD).
Inception
May 31, 2020
Average Market Capitalization
$3.41B
Benchmark
MSCI Emerging Markets Small Cap Index
Available Investment Vehicles
Separately Managed Account, Private Fund
Lead Portfolio Manager
Josephine Jimenez, CFA

Chief Investment Officer; Analyst & Portfolio Manager

ACWI ex USA

Invests in emerging and developed markets, excluding the United States, focusing exclusively on up to 70 high-quality businesses that trade at a discount to our assessment of their intrinsic value.
Inception
December 31, 2018
Average Market Capitalization
$137.43B
Benchmark
MSCI ACWI ex USA Index
Available Investment Vehicles
Separately Managed Account
Lead Portfolio Manager
Ronald Holt, CFA

Analyst & Portfolio Manager

25 Years Experience

Global Equity

Invests in the United States, developed markets elsewhere, and the emerging markets, focusing exclusively on up to 50 high-quality businesses that trade at a discount to our assessment of their intrinsic value.
Inception
April 30, 2015
Average Market Capitalization
$597.90B
Benchmark
MSCI ACWI Index
Available Investment Vehicles
Separately Managed Account
Lead Portfolio Manager
Ronald Holt, CFA

Analyst & Portfolio Manager

25 Years Experience

International Developed

Employs a fundamental intrinsic value approach to investing in up to 60 companies, generally in the MSCI EAFE Index.
Inception
April 13, 2018
Average Market Capitalization
$109.99B
Benchmark
MSCI EAFE Index
Available Investment Vehicles
Separately Managed Account
Lead Portfolio Manager
Ronald Holt, CFA

Analyst & Portfolio Manager

25 Years Experience

“The central principle of investment is to go contrary to the general opinion, on the grounds that if everyone agreed about its merits, the investment is inevitably too dear, and therefore, unattractive.”

J.M. Keynes