U.S. Equity

Strategy Focus

As of 3/31/2017

Our U.S. Equity Strategy is a concentrated portfolio of our best ideas across U.S.-domiciled local and multinational companies. It is invested in at least five sectors at all times and seeks to outperform the S&P 500 Index.

Portfolio Management

Matthew Benkendorf

Chief Investment Officer
20 years of investment experience
18 years with Vontobel

Edwin Walczak

Deputy Portfolio Manager
39 years of investment experience
29 years with Vontobel