Investment Strategies

Global Value Equity

We’ll help you navigate the world of global investing with a strategy that seeks to provide long-term capital appreciation by investing in the highest quality global companies which are growing and creating shareholder value. 

Our Strategy​

Harness the power of the global economy.

The Steinberg Global Value Equity strategy seeks to maximize long-term capital appreciation by investing in high-quality global companies trading below our assessment of fair value. Taking our expertise abroad, we focus on financially strong companies with strong management and sustainable growth  to deliver reliable returns while carefully managing risk in global markets.

High-Quality Companies

Disciplined Research

Portfolio Diversification

Risk Management

Long-Term Growth Potential

Strong Governance

Performance

How Global Value Equity Performs for You

The Steinberg Global Value Equity strategy combines disciplined research and high-quality company selection around the world for investors seeking both momentum and resilience. With a proven track record of strong returns, it captures opportunities across diverse sectors and regions while carefully managing risk.

Attractive growth potential through global diversification.

Consistent performance across market cycles.

Capital preservation balanced with long-term wealth creation.

Performance: Our Core Strategies

By focusing on value, quality, and discipline, the Global Value Equity strategy has demonstrated the ability to generate sustainable returns that build confidence and support lasting financial goals. Review an overview of our core strategies and their performance results. Based on our strategies, we will tailor a strategy right for you. 

Separately Managed Accounts

We offer separately managed accounts for discerning, high net worth investors. An appropriate investment policy is chosen to suit the needs of each individual client. The Investment Policy Statement is designed to reflect client objectives, risk tolerance, liquidity, tax situation and any unique circumstances that may be relevant. Quarterly communication assures that clients are kept abreast of their investments as well as the firm’s investment outlook and strategy. All client assets are held in their own name at a major Canadian financial institution.

Attributes:

  • Investment Policy Statement designed for each client’s unique situation
  • Regular communication with investment team
  • Quarterly reporting includes client portfolio statement, investment outlook and recent transactions
  • Client assets held at a major Canadian financial institution

"Every so often, a crisis will confront investors, be it a pandemic, financial crisis or something else, and hopefully the lessons will not be forgotten; always invest in quality businesses, which will survive the inevitable shocks, and be able to thrive in the aftermath."

Lorne Steinberg

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