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Pioneer Global Equity Strategy

Investment Approach

 

Our Pioneer Global Equity Strategy seeks strong risk-adjusted returns, as the Strategy invests in companies globally where we believe the upside potential is significantly greater than the downside risk. 

 

Philosophy & Process

 

Our Pioneer Global Equity Strategy seeks to create a portfolio with high and diversified1 active share, leveraging our best fundamental, bottom-up ideas. We focus on diversification¹ in terms of both absolute exposures and relative contribution to risk.

 (As of )

Overview

With the goal of generating strong risk-adjusted returns, the Strategy invests in companies globally where we believe the upside potential is significantly greater than the downside risk. 

  • We believe that:
    • Sources of market inefficiencies vary over time. The best way to capitalize on these inefficiencies and pursue attractive risk-adjusted returns is through an integrated approach that combines fundamental, bottom-up research and a top-down view of the global macrooeconomic landscape in a well-diversified portfolio.
    • Quality companies outperform. Quality companies are companies that have sustainable competitive advantages and can produce strong, unlevered returns on equity compared to their peers. Investing in attractively valued, high-quality companies can further contribute to strong risk-adjusted returns over time. 

Why Pioneer Investments?

Key features of the Pioneer Global Equity Strategy include:

  • We integrate bottom-up fundamental research with top-down views and quantitative screening to generate investment ideas with favorable risk / reward characteristics. 
  • Our focus is on companies that have high returns on capital, grow earnings, dividends and cash flow, have strong balance sheets and are selling at attractive valuations.
  • We are committed to maintaining a high active share while maintaining a well-diversified portfolio with a balanced exposure to bottom-up and top-down factors.
  • The portfolio managers both have more than 20 years of investment experience.

Management Team

Marco Pirondini
Marco Pirondini

Executive Vice President, Chief Investment Officer, Portfolio Manager

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John Peckham
John Peckham, CFA

Managing Director, Director of Global Equities, Portfolio Manager

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Brian Chen
Brian Chen, CFA

Senior Vice President, Global Portfolio Manager

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Jeff Sacknowitz
Jeff Sacknowitz, CFA

Senior Vice President, Global Portfolio Manager

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Paul Jackson
Paul D. Jackson

Vice President, Global Portfolio Manager

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See full team

1Diversification does not guarantee a profit or protect against a loss.

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