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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.

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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. There is no guarantee the objective will be achieved.

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. © 2023 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.

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.

For compliance use only 1037706-00003-00

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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:  PREI, Jennison Associates, PGIM Quantitative Solutions LLC, and PGIM Fixed Income.   Securities are offered by Prudential Investment Management Services LLC (PIMS), a PFI company, 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.

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

The information contained is being provided as general investment education only and does not take into account the investment objectives or financial situation of any existing or prospective investors.  The information should not be construed as investment advice or a recommendation with respect to any security or investment strategy.  Investors seeking information regarding their particular investment needs should contact their financial professional.

© 2023 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

 

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