The Driehaus Global team invests in global securities of all capitalizations, with a focus on larger cap securities. The strategy provides investors with exposure to companies demonstrating improving earnings growth that are supported by global macroeconomic trends. The team is led by portfolio managers Richard Thies and Howard Schwab.
Our institutional sales team will be pleased to address questions and requests related to separately managed accounts and/or institutional commingled vehicles that employ our investment strategies.
Ask Us!The strategy seeks to outperform the MSCI ACWI Index over full market cycles.
The team employs a growth-oriented investment philosophy, targeting companies with improving earnings growth prospects. The team relies heavily on macroeconomic and secular industry-level trends to identify attractive investment opportunities. In addition to applying these macroeconomic views, the team employs quantitative screening and leverages the fundamental research of the firm’s global investment teams to identify attractive themes and investments.
In this piece, we examine how structural shifts within gaming are creating a more stable and profitable landscape—setting the stage for a reappraisal of an industry still often viewed through the lens of its volatile past.
This month’s commentary examines contributors and detractors from this quarters performance, as well as recent portfolio shifts, in greater detail.