Investment Philosophy

David Iben, CFA
Lead Portfolio Manager, Exemplar Global Opportunities Portfolio
Chief Investment Officer, Tradewinds Global Investors, LLC

“ The value approach to investing – buying companies for less than they are worth – is a time-tested process that knows no borders. Likewise, geography does not change the basic techniques required to value those companies. We believe that buying a business is buying a business, regardless of location.”

– David Iben

How would you describe your investment philosophy?

Our philosophy is to create value by finding companies whose value is undiscovered. We’re opportunistic – we seek to exploit disparities between investor perception and the underlying industry or company fundamentals. By relying on our own internal research, taking a long-term view and following our best ideas, we aim to consistently generate returns for investors.

Exemplar Global Opportunities Portfolio Investment Process >>