Strategies & Capabilities

Fundamental Value Equity High Conviction You Can Count On


Our Latest Thinking


Equity markets have rebounded to record highs, driven by an increasingly narrow and expensively-valued set of stocks. We look at how similar scenarios have played out in the past.

After a tumultuous quarter that saw a global pandemic upend financial markets, the Fundamental Value team takes a closer look at how this period compares with the GFC dislocation

The opportunity set for value investors continues to grow as expensive stocks grow more expensive; the consumer sector in focus this quarter.

Value shows signs of life and our Technology team ponder whether value is available in a sector awash with expensive stocks.


Our Approach


We have a clearly defined interpretation of value that underpins all aspects of our investment approach.

Value


Long Term


Fundamental


Consistent


Concentrated


Disciplined


Our Team


Barry Glavin, CFA

CIO, Fundamental Value Equities

Barry Glavin, CFA

CIO, Fundamental Value Equities

Barry Glavin is Senior Managing Director and the Chief Investment Officer of State Street Global Advisors Dublin-based Fundamental Value Team and the Portfolio Manager responsible for the International Value Spotlight Strategy. Barry is a member of the SSGA Ireland Senior Management Group, a member of the SSGA Investment Committee and sits on the SSGA Executive Management Group.

Oliver McClure, CFA

Head of Research

Oliver McClure, CFA

Head of Research

Oliver McClure joined SSGA's Dublin-based Fundamental Value Team in January 2012 as a Research Analyst, specialising in the global financials sector, and was appointed Head of Research in December 2018.

Our Strategies



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Footnotes