Equities

Around the World in 20 Years

Mar 26, 2025
 

Jennison Associates have honed their approach to global equity investing over the past two decades. They have encountered challenges, discovered opportunities, and learned many lessons along the way.

The literary classic “Around the World in 80 Days” begins in 1872 London, when Phileas Fogg makes a high-stakes wager that he can circumvent the globe in just 80 days. Fogg and his redoubtable valet encounter many adventures on their trip, with thrilling tales of derring-do and madcap escapes.

The Jennison Associates Global Equity team’s journey around the world is, on the surface, very different. First, it starts in Boston in 2004 and spans two decades. However, like Fogg and his companion, they have encountered challenges, discovered opportunities, had a few adventures of our own, and learned many lessons along the way.

The most important is that their approach - despite a range of different market environments and geographies - has delivered for clients. Jennison Associates seek to identify companies that deliver above-average, sustainable growth over the long term. These companies can generate the strongest compound returns over time, a role that has been amply rewarded by investors and can drive portfolio outperformance. These opportunities, however, are rare. They require experienced, skilled, and well-resourced investors to uncover, and portfolios need to be carefully constructed and managed for risk.

As detailed in this latest whitepaper, Jennison Associates have honed their approach to global equity investing over the past two decades. While their own story is admittedly not as colourful as the literary classic “Around the World in 80 Days”, the insights are hopefully helpful, intriguing, and ultimately rewarding.

Please read on to learn more.


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