Global Equities

Hemispheres Investment Management Global Equities

The firm’s flagship investment product is its Global Equities strategy. The Global Equities portfolio consists of high-quality companies diversified by sector, country, and region with size limitations. The portfolio includes value-oriented, high conviction equities and typically holds around 45 to 50 securities. Hemispheres commenced managing the strategy in February 2015.

Global Equities Explained

Definition of Global Equities. A Global Equities portfolio consists of domestic and international equities, including emerging market equities. An international equities portfolio holds only stocks from outside the United States.

Diversification through Global Equities. Globally, investors can choose from over 12,000 companies with a market capitalization over $1 billion compared to over 2,000 in the U.S. alone.

Annualized Compounded Returns of Various Indices 1988 to 2025

Source: Bloomberg

Correlation Returns Matrix 1988 to 2025

Indices: S&P 500, MSCI All Country World Index, MSCI Emerging Markets & Investment Grade Bonds

Correlation coefficients help asset managers understand how different investments tend to move in relation to one another. A correlation of +1.0 means two assets historically moved in the same direction, while -1.0 means they moved in opposite directions. A correlation near zero suggests little consistent relationship between their movements. This matters because a portfolio made up of assets that do not all move together can potentially experience less overall volatility. By combining asset classes with different return drivers and lower correlations, asset managers seek to reduce portfolio risk without relying on the performance of any single investment.

Source: Bloomberg