Why invest in the Global Equity Income Fund?
Strong track record
Portfolio of high-quality companies
Better potential downside protection
Consistent approach to investment management
Bottom up fundamental analysis
The objective of the Global Equity Income Portfolio is to invest in a diversified global portfolio of financially-strong, well-managed companies that have a proven record in paying an attractive dividend and have management commitment to consistently increase it. Our aim is to improve long-term risk-adjusted total equity returns while maintaining a balanced exposure to dividend yield, quality and dividend growth.
Key differentiating factors
Active vs passive investment
This is an actively managed portfolio. We seek to invest in the areas of the market where we see the most attractive opportunities, as opposed to holding the stocks with the largest representation in the various indices. Over time we manage our overall market exposure according to our view of the potential risk and reward inherent in the market at any given time.
Focus on absolute vs relative return
We are not afraid to go against the consensus view, so if we feel a market or stock is expensive we tend to avoid it completely rather than holding it merely because it is widely held. In addition, the portfolio can hold significant cash levels if the manager feels it appropriate to do so.
We are Cantor Fitzgerald
Pramit has over 30 years’ investment experience and has successfully run global equity income portfolios since 2001. His experience spans the identification of attractive income stocks, portfolio construction, active management of cash levels, and of sectoral and regional allocations. Pramit is the Lead Portfolio Manager of the Global Equity Income Fund and several discretionary model portfolios. He previous held Fund Manager, CIO, CEO, Investment Consultant and Actuary roles. Pramit is also a registered stockbroker.
Senior Portfolio Manager
Gareth has 20 years’ experience. He joined Merrion Capital Group in 2014, prior to its acquisition by Cantor Fitzgerald Ireland in 2018. Gareth has a Masters degree from DCU in Investment & Treasury, is QFA qualified and has completed level 1 of the Chartered Market Technician (CMT) program in 2022. He previously held portfolio manager roles with Davy and began his career on the institutional trading desk in Bloxham, dealing with US, UK & European Investment banks.