Are you a leader, defender, or opportunity seeker?

Portfolio Manager David Souccar identifies three types of quality companies:  Leaders have a rare combination of high returns and high predictability, Defenders grow slower but can protect in down markets, and Opportunity seekers can profit in uncertainty but are less predictable. Like a high-performing team, a successful quality portfolio has the optimal combination of all types of players.

Information herein based on the representative portfolio for the Vontobel QG International Equity strategy and for illustrative purposes only. Representative portfolio was selected as this is the account which we believe most closely reflects the portfolio management style of the strategy. Performance was not a consideration in the selection of this account. References to holdings should not be considered as a reliable indicator of the performance or investment profile of any composite or client account. Securities discussed do not represent the entire portfolio and, in the aggregate, may represent only a certain percentage of the portfolio’s holdings. Further, there is no assurance that any securities discussed will remain in the portfolio at the time you receive this communication or that securities sold have not been repurchased. the reader. Once should not assume that any investments identified were or will be profitable or that any investment recommendations or decisions we make in the future will be profitable.