QEP Global Value

QEP Global Value targets gross returns of +3% above global indices such as the MSCI All Country Index over the full economic cycle.

Schroder QEP Global Value is an index-unconstrained, value-based strategy designed to deliver higher long-run returns than the market. Analyzing a universe of over 15,000 stocks, the team constructs a highly diversified portfolio typically containing over 500 stocks.

Stock selection for this strategy is grounded in the analysis of company fundamentals indicating Value (dividends, cashflow, assets and earnings). We believe that Value outperforms over the long term, but to help minimize exposure to ‘value traps’, stocks which are cheap for good reason, investment decisions are also informed by the team’s analysis of business quality. We determine Quality on measures of profitability, stability, financial strength, sales growth and governance. 

We believe that intelligent portfolio construction can greatly enhance the ability to generate repeatable long-run returns. We reduce stock specific risk by building a highly diversified portfolio, but with conviction in every single stock. Recognizing the limitations of market cap-weighted indices, we take an index-unconstrained approach which enables us to invest wherever we find the best Value opportunities and to capitalize upon those which may be missed by other global managers, including those at the lower end of the market cap spectrum and across emerging markets.

• Separate Accounts
• Commingled Vehicle

To find out more about this strategy, email our team at canada@schroders.com.

*The strategies listed include those which may be subject to the ability to meet investment minimums and other specific criteria, and may not be directly available to U.S. investors.

**Index: The MSCI All Country Index (the benchmark) is an unmanaged portfolio of equity securities used as a point of comparison for the strategy. No strategy can guarantee that its performance will exceed or match the performance of its benchmark.

Investment risks: All investments, domestic and foreign, involve risks including the risk of possible loss of principal. The market value of the portfolio may decline as a result of a number of factors, including adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions. Investing overseas involves special risks including among others, risks related to political or economic instability, foreign currency (such as exchange, valuation, and fluctuation) risk, market entry or exit restrictions, illiquidity and taxation. Emerging markets pose greater risks than investments in developed markets.

There can be no guarantee these strategies will be successful or that the investment objective can be achieved.