Skip to main content
PGIM InvestmentsPGIM Investments
    • Mutual Funds
    • Target Date Funds
    • Closed End Funds
    • Separately Managed Accounts
    • ETFs
    • Buffer ETFs
    • Alternatives
    • Retirement Spending
    • Thought Leadership
    • Events and Webinars
    • On the Markets
    • Investment Themes
  • Overview
    • Forms
    • Tax Center
    • Corporate Actions
    • Open Mutual Funds Account
    • Overview
    • DCIO Mutual Funds
    • DCIO Target Date Funds
    • Defined Contribution Insights
    • Retirement Spending
  • Overview
    • Newsroom
    • PGIM Custom Harvest
    • PGIM Fixed Income
    • PGIM Real Estate
    • PGIM Quantitative Solutions
    • Jennison Associates
  • Contact

Jennison Global Equity Opportunities SMAJennisonGlobalEquityOpportunitiesSMA

Objectives: Seeks to achieve long-term capital growth through investment in a diversified portfolio of global equity securities of well-established companies with above-average growth prospects.

  • View Fact Sheet
  • Performance

Overview

The Global Equity Opportunities SMA strategy is based on the belief that rigorous internal fundamental research and a highly interactive investment process can lead to successful stock selection.

The strategy seeks to outperform the MSCI All Country World Index by investing in an unconstrained, concentrated portfolio of companies from around the world believed to be new market leaders with sustainable competitive advantages and strong financial characteristics. The strategy seeks to capture the inflection point in a company's growth rate driven by disruptive technologies or services, new product cycles and expanding addressable markets. The Portfolio generally holds between 35 and 45 U.S. listed stocks and ADRs, diversified across industries and sectors.

Portfolio Managers

Mark Baribeau, CFA
Mark Baribeau, CFA

Managing Director,
Head of Global Equity,
and Global Equity Portfolio Manager

Mark Baribeau, CFA

Thomas Davis
Thomas Davis

Managing Director and Global Equity Portfolio Manager

Thomas Davis

Rebecca Irwin
Rebecca Irwin

Global Equity Portfolio Manager and Research Analyst

Rebecca Irwin

Characteristics are intended to provide a general illustration of the investment strategy and considerations used by Jennison in managing that strategy during normal market conditions and may change over time. 

SMAs differ from pooled vehicles like mutual funds in that each portfolio is unique to a single account therefore the investment decisions may vary from those made for other accounts. SMAs do not issue registered prospectuses, the fees structures differ from those normally seen in mutual funds and generally carry higher account investment minimums. Please remember that there are inherent risks involved with investing in the markets, and investments may be worth more or less than initial investment upon redemption. There is no guarantee that the investment managers' objectives will be achieved. Professional money management is not suitable for all investors. Investment objectives, risk tolerance, and liquidity needs must be reviewed before suitable programs can be recommended. Asset allocation and diversification strategies do not assure a profit or protect against loss in declining markets. Investors should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation.

All investments contain risk, including possible loss of principal. International investments may be more volatile and less liquid than investments in U.S. securities and are subject to the risks of currency fluctuations and adverse economic, social or political developments. 

Separately Managed Accounts are offered through our affiliates. Jennison Associates is a registered investment advisor under the U.S. Investment Advisers Act of 1940, as amended and a Prudential Financial company.  Registration as a registered investment advisor does not imply a certain level of skill or training. 

Investment Products: Are not insured by the FDIC or any other federal government agency, may lose value, and are not a deposit of or guaranteed by any bank or any bank affiliate.

© 2025 Prudential Financial, Inc. and its related entities. Jennison Associates, Jennison, PGIM and the PGIM logo are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

For compliance use only 3924307

  • About Us

    • Overview
    • Newsroom
    • PGIM Fixed Income
    • PGIM Real Estate
    • Jennison Associates
    • PGIM Quantitative Solutions
    • Contact
  • Products

    • Mutual Funds
    • ETFs
    • Buffer ETFs
    • Target Date Funds
    • Closed End Funds
    • Separately Managed Accounts
    • Retirement Spending Funds
  • Insights

    • Thought Leadership
    • On the Markets
    • Investment Themes
  • Resources

    • Overview
    • Forms
    • Tax Center
    • Careers
  • Retirement

    • Overview
    • DCIO Investments
    • Meet the Team
PGIM Investments
  • Terms & Conditions
  • Privacy Policy
  • Accessibility
  • Cookie Preference Center

Proxy Voting Recordsopens in a new window | Audit Committee Charter | Audit Committee Charter (Alternatives)opens in a new window | Directors/Trusteesopens in a new window | Disclosure of Portfolio Holdings | Form 5500 | Nominating & Governance Committee Charter | Nominating & Governance Committee Charter (Alternatives)opens in a new window | Compliance Committee Charteropens in a new window | Sales Load Breakpoints | Customer Loginopens in a new window | Careersopens in a new window

This site is intended for U.S. investors only.  All investments involve risk, including loss of principal.

PGIM, the principal investment management business of Prudential Financial, Inc. (PFI), is comprised of several business units, including PGIM Investments.   PGIM Investments, a subsidiary of PFI, is an investment adviser and the investment manager to all PGIM US open-end investment companies and manager or administrator to closed-end investment companies. Other PGIM businesses that may sub-advise certain PGIM Investments open and closed-end investment companies include:  PGIM Real Estate, Jennison Associates, PGIM Quantitative Solutions LLC, PGIM Limited, and PGIM Fixed Income. Investment products are distributed by Prudential Investment Management Services LLC,  member FINRAopens in a new window, SIPCopens in a new window and affiliate of PGIM Investments.   Any content relating to securities is the sole responsibility of PIMS, unless otherwise noted.  Check the background of this firm on FINRA’s BrokerCheckopens in a new window.

By accessing links on this web site, you may be leaving PGIM Investments and PIMS and be directed to PGIM Affiliate sites.

Separately managed accounts are offered through PGIM, Inc., Jennison Associates, PGIM Custom Harvest, and PGIM Quantitative Solutions LLC.

This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation. Clients seeking information regarding their particular investment needs should contact their financial professional.

© 2025 Prudential Financial, Inc. and its related entities. Jennison Associates, PGIM Real Estate, PGIM Custom Harvest, PGIM, and the PGIM logo are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

Prudential Financial, Inc. of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

 

INVESTMENT PRODUCTS: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED

 

3972195

 

You are viewing this page in preview mode.

Edit Page