Globeflex Capital L P

Investment Strategy

GlobeFlex Capital employs a bottom-up, systematic investment process for managing long-only equity portfolios globally, integrating both fundamental and quantitative methods to identify attractive companies in developed and emerging markets. Their philosophy centers on early identification of companies showing accelerating business fundamentals, quality management, and compelling value. Environmental, social, and governance (ESG) considerations are fully integrated into their analysis, using both third-party data and proprietary metrics to evaluate risks and sustainability. For portfolio construction and risk management, they use their proprietary Alpha Model, balancing financial and ESG factors to seek consistent, repeatable alpha. The firm is committed to responsible investment and aligns with frameworks such as TCFD and SASB in their evaluation process.