The Great Lakes Advisors Global and International Value Equity strategies are celebrating their 3rd anniversaries since inception! We invite you to meet Lead Portfolio Manager, Raymond Wicklander III, CFA, CPA, in the video link below and read a Q&A on the strategies. A quick recap:

• We believe it’s a great time to be invested globally and are finding many attractive opportunities.
• Since inception 3 years ago, both strategies have Sharpe Ratios in the top decile of the eVestment Universe* (which highlights their excellent risk-adjusted return profiles).
• The performance has been favorable through the many different market environments that the first years have brought: value in favor and out of favor, interest rates down and up, and markets up and down.

Why is the asset class attractive for investors?

Global and International strategies provide diversification and help reduce risk by spreading investments across different sectors, currencies, and countries. In addition, they provide access to new technologies and industries that are not available domestically. This allows us to hunt for the best opportunities in all markets and leave no stones unturned.

*Source: eVestment. Compared to eVestment Global Value and EAFE Value Equity universes as of 3/31/23.