Strategies & Capabilities

Fundamental Value Equity High Conviction You Can Count On

We deliver the distinct exposures that investors expect from an  unconstrained fundamental value manager. Across all phases of the market cycle, our process and portfolios reflect a consistency and conviction that is increasingly hard to find.


Our Latest Thinking


To learn more about our thoughts on the trends creating opportunities for value investing, explore our quarterly Taking Stock newsletter.


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 Dublin based team of portfolio managers and research analysts bring deep experience and specialist knowledge to each step of our investment process.

The Fundamental Value Equity Team consists of nineteen investors, each specializing in global sectors and industries. On average the team has over 22 years of industry experience and over 12 years tenure at the firm.


Our Strategies


We invite you to learn more about our unconstrained, concentrated portfolios of equities that we believe to be undervalued relative to their long-term earnings power.

Our Fundamental Value Brochure

Investment Strategies

Global Value Spotlight Strategy

Europe Value Spotlight Strategy

Eurozone Value Spotlight Strategy

International Value Spotlight Strategy

Asia Pacific Spotlight Strategy

US Value Spotlight Strategy

Global Ethical Value Strategy


Our Team


Barry Glavin, CFA

Chief Investment Officer, Fundamental Value Equities

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

Oliver McClure, CFA

Managing Director

Oliver McClure joined State Street Global Advisors’ Dublin-based Fundamental Value Team in January 2012. Oliver is the Portfolio Manager of our Asia Pacific Value Spotlight Strategy, a member of the senior management team, and a Research Analyst focused on the global financial sector. Oliver was Head of Research from December 2018 to December 2021.

William Killeen, CFA, Ph.D.

Portfolio Manager

William Killeen joined State Street Global Advisors’ Dublin-based Fundamental Value Team in May 2005. William is the Portfolio Manager of our Global Value Spotlight Strategy, a member of the senior management team, and a Research Analyst focused on the global resources sector.

Lance Graham

Managing Director

Lance Graham joined State Street Global Advisors’ Dublin-based Fundamental Value Team in November 2007. Lance is the Portfolio Manager of our Europe Value Spotlight Strategy, a member of the senior management team, and a Research Analyst on the Global Healthcare team.

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