Sands Capital Global Growth Fund Institutional Shares (SCMGX)

Overview

The investment described aims for long-term capital growth by investing primarily in equity securities of publicly-traded companies across the globe. It targets a diverse portfolio by including equities from both developed and emerging markets. The strategy emphasizes geographical diversification by investing in a minimum of three countries, including the United States. Additionally, it mandates that at least 40% of its net assets, plus any borrowings for investment purposes, are allocated to non-U.S. companies, thereby ensuring a broad exposure to various economic environments and opportunities beyond domestic markets.

Products and Services

• Global Equity Securities Investment:

  This service involves investing in equity securities of publicly-traded companies located around the world. The approach is to select equities across a spectrum of developed and emerging markets to capitalize on global growth opportunities and manage investment risk through geographic diversification.

• Minimum Country Coverage:

  The fund commits to investing in at least three different countries, including the U.S. This policy ensures investors gain exposure to a range of economic, political, and market conditions, potentially enhancing returns and reducing country-specific risks.

• Non-U.S. Investment Focus:

  Recognizing the potential for higher growth rates and diversification benefits in international markets, the fund invests at least 40% of its net assets, plus any borrowings for investment purposes, in non-U.S. companies. This strategy allows investors to benefit from the growth dynamics of foreign markets, which may be distinct from those in the United States.