We are truly honored to receive not just one, but several awards for our two flagship innovation-focused portfolios: Beagle Leading Innovators and Humboldt Global Innovators. The awards are a result of our investment team's dedication to identifying and understanding attractive investment opportunities being created by innovations driving structural change across the global economy. See important information below on gross and net performance.*

The awards for the Beagle Leading Innovators portfolio include:

  • #1 ranked strategy in the large cap growth universe based on Q2 2020 performance
  • #1 ranked strategy in the large cap growth universe based on one-year performance 

 

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On the global equity front, the success of our Humboldt Global Innovators strategy validates the strength of our global research capability, which we believe every equity manager must possess in this fast-changing world economy. We are able to maximize our team’s resources by focusing on clusters of innovation in select countries rather than analyzing all industries in every corner of the world.

The award for the Humboldt Global Innovators portfolio includes:

  • #4 ranked strategy in the global equity universe of 647 products based on one-year performance

 

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Receiving these awards during such a strong quarter for equities is especially rewarding for us considering it validated our belief that investing in innovative companies can, at times, add value in both up and down markets.

Indeed, this past June, we reflected on outperforming during the tumultuous first quarter, authoring a blog titled How Innovation-Focused Strategies May Provide Both Offense and Defense which provided some thoughts on how innovative businesses outperformed the broad market during the first quarter’s selloff. During the second quarter’s recovery, investors quickly re-embraced leading innovators after the period of economic stress, and our Beagle portfolios recovered much faster than both the Russell 1000 Growth and S&P 500 indices, as illustrated below:

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[Watch Webinar] Innovation Investing: Navigating Accelerating Change in an Evolving Economy (recorded May 5, 2020)

 

 

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The information and views expressed herein are provided for informational purposes only and do not constitute investment advice. If performance is shown, it is based on a composite of actual trading in client accounts, but is not necessarily reflective of the performance of any individual client account. Differences in account size, timing of transactions, and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Differences in the methodology used to calculate performance may also lead to different performance results than those shown. Past performance does not guarantee future results. Any projections, outlooks, or estimates contained herein are forward looking statements based on specific assumptions that are current as of the date indicated, subject to change without notice, and should not be construed as indicative of any actual events that have occurred or may occur. The inclusion of particular investments is not intended to represent, and should not be interpreted to imply, a past or current specific recommendation to purchase or sell a security and should be considered in the context of an overall portfolio. Investing in equity securities involves risk and principal loss is possible. Nothing contained herein constitutes investment, legal, tax, or other advice and should not be relied upon in making an investment or other decision. Investors should always obtain and read up-to-date investment services material before deciding whether to appoint an investment advisor.