International Equity Management,
Local Market Insight
Haven Global Partners (HGP) is an SEC-registered, boutique asset management firm that specializes in investing in international equities. The investment team at HGP has worked together since 2014 and in the global markets for more than three decades. The genesis of Haven Global Partners was driven by the team’s desire to collectively employ their knowledge and experience in the pursuit of two goals...
With international investing, some clients prefer to include Emerging Markets and others want to stick to Developed Markets. While we employ the same Philosophy and Process, we offer both. View our most recent Factsheets to learn more about our strategies and relevant disclosures.
At HGP, we take a measured approach to ESG investing. We have always considered various ESG factors as part of our fundamental analysis in evaluating elements such as sustainability of earnings and cash flows, quality of management teams, and legal or regulatory risks. When it comes to more specific ESG solutions, we believe each client is in the best position to determine what is right for them and we have the ability to implement customized guidelines within our process.
Our portfolio managers develop Investment Insights features and a quarterly Market Outlook which provide a view into our thoughts on global markets. View our most recent Insights and subscribe to receive new Insights to your email.
And the Winner is...
Market Outlook: 4Q 2022
That will be spoken many times at the Academy Awards to be held in March as the coveted trophies are presented. By then, we may also know whether market investors or the world’s central bankers have prevailed in their battle currently taking place in global equity markets...
Changing Dynamics in Emerging Mkts
Investment Insights: October 2022
In the past, rising US interest rates and a stronger US dollar would have meant trouble for Emerging Markets. As tighter financial conditions lead to a broad global slowdown, countries that have borrowed in US dollars would face heavy debt burdens, and a fall in risk appetite would cause investors to flee Emerging Markets...