Listen to the Portfolio Managers Discuss the Global Equity Portfolios and Country Ranking Model

WebEx: Global Equity Portfolios

WebEx: 2nd Quarter Global Equity Performance Update

Global Equity Portfolio Management

Country Tearsheets

 

 

We Evaluate and Select Countries, Not Individual Equities

 

 

Why Global

Home country bias is one of the most common “Deadly Sins of Investing” that we come across when it comes to global diversification. At AGA we believe that global equity markets provide ongoing return opportunities for disciplined investors and that the best way to gain exposure to these markets is through a broadly diversified portfolio that minimizes individual security risks. 

read more...

 

Country Ranking Model

AGA established a proprietary country ranking model in 2005 to help our clients achieve low cost diversification to global equity markets.  The model seeks to identify countries whose markets will outperform other world equity markets. 

read more...

 

ETF Implementation

In 2005, AGA pioneered the use of single-country ETFs to create global equity portfolios and currently holds one of the longest live track records in the industry for their strategies.

read more...

 

Strategies

We were early adopters of top-down country investment strategies, and are at the leading edge of creating portfolios using single country ETFs. We use the same country rankings for all of our strategies and can create custom portfolios based on specific portfolio mandates.

read more...