Altrinsic Global Advisors LLC
Altrinsic Global Advisors LLC is an independent investment advisory firm based in Stamford, Connecticut. The firm primarily serves institutional investors and offers global equity investment management. Founded in 2000, Altrinsic focuses on serving pension funds, endowments, foundations, and other institutional clients. As of 2025, the firm manages approximately $2.8 billion in assets and typically employs a specialized team of investment professionals.
Investment Strategy
Altrinsic Global Advisors pursues a fundamental, bottom-up, value-oriented approach to global equity investing. The firm focuses on identifying high-quality companies that are undervalued due to temporary market dislocations or overlooked fundamentals. It combines deep fundamental research with a long-term perspective, emphasizing downside risk management and capital preservation while seeking sustainable growth. The strategy is implemented globally, spanning both developed and emerging markets, often resulting in a concentrated portfolio.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CB | CHUBB LIMITED | 14.61% | $403.5M | 1,392,846 | $190.56 | $289.72 | +$117.2M |
A AON | AON PLC | 8.95% | $247.1M | 692,633 | $335.18 | $356.76 | +$152.8M |
M MDT | MEDTRONIC PLC | 8.48% | $234.3M | 2,688,334 | $91.92 | $87.17 | +$70.8M |
H HDB | HDFC BANK LTD | 7.38% | $203.8M | 2,658,405 | $63.22 | $76.67 | +$34.8M |
A AXS | AXIS CAP HLDGS LTD | 6.83% | $188.7M | 1,817,204 | $70.39 | $103.82 | +$65.3M |