• Home
  • Equity
  • Global

Global

Our Amundi Global Equity Strategy1 seeks strong risk-adjusted returns, as the Strategy invests in companies globally where we believe the upside potential is significantly greater than the downside risk. 

1Effective September 30, 2022, “Pioneer” has been removed from the former “Amundi Pioneer” strategy name. 

                              

                        

                       

   

Our Amundi Global Equity Strategy seeks to create a portfolio with high and diversified2 active share, leveraging our best fundamental, bottom-up ideas. We focus on diversification¹ in terms of both absolute exposures and relative contribution to risk.

2Diversification does not guarantee a profit or protect against a loss.

Marco Pirondini

Senior Managing Director
Head of Equities, US
Portfolio Manager 

Biography

Brian Chen

Vice President
Portfolio Manager

Biography

John Peckham, CFA

Senior Vice President
Portfolio Manager 

Biography

Overview

With the goal of generating strong risk-adjusted returns, the Strategy invests in companies globally where we believe the upside potential is significantly greater than the downside risk. 

  • We believe that:
    • Sources of market inefficiencies vary over time. The best way to capitalize on these inefficiencies and pursue attractive risk-adjusted returns is through an integrated approach that combines fundamental, bottom-up research and a top-down view of the global macrooeconomic landscape in a well-diversified portfolio.
    • Quality companies outperform. Quality companies are companies that have sustainable competitive advantages and can produce strong, unlevered returns on equity compared to their peers. Investing in attractively valued, high-quality companies can further contribute to strong risk-adjusted returns over time. 

PLEASE NOTE:  The Internal Guidelines referenced do not necessarily represent prospectus / statutory limitations. These internal guidelines are used as guidance in the daily management of the Portfolio's investments. These guidelines are subject to change and should not be relied upon as a long term view of the Portfolio's exposures, limitations, and / or risks.

Why Amundi US?

Key features of the Amundi Global Equity Strategy include:

  • We integrate bottom-up fundamental research with top-down views and quantitative screening to generate investment ideas with favorable risk / reward characteristics. 
  • Our focus is on companies that have high returns on capital, grow earnings, dividends and cash flow, have strong balance sheets and are selling at attractive valuations.
  • We are committed to maintaining a high active share while maintaining a well-diversified portfolio with a balanced exposure to bottom-up and top-down factors.
  • The portfolio managers both have more than 20 years of investment experience and utilize Amundi US' team of investment professionals globally for research analysis and support.