Focus on Our Clients

“With an average of 17 years’ industry experience gained through many market cycles, our investment team’s combined wisdom is a powerful tool that helps it uncover investment opportunities across the globe in seeking to exceed our clients’ expectations.”

By Michael Dieschbourg,  Managing Director, Global Head of ESG

Our definition of success is to create a professional environment that can both exceed our clients’ expectations and deliver a superior investment solution consistently. We strive to develop long-term relationships by establishing a strong rapport with our clients. We earn their trust and confidence through an unyielding commitment to delivering quality service and performance.

A Culture of Excellence

Our culture rewards intelligent, honest and sincere professionals. We provide opportunities for personal growth and achievement and encourage each individual to take initiative. We hire, support and retain the industry’s best people and then we encourage independent thinking by sponsoring an open marketplace for ideas. Ultimately, the culture we have created is one of integrity and partnership.

Collaborative Investment Process

Global Currents has a long history of investing in global equity markets. Our success comes from the collaboration of talented investment professionals — all working together toward one purpose: satisfying the investment needs of our clients. The members of the investment team have worked together for many years. We are confident that our collaborative, team-based approach demonstrates a clear ability to add value for our clients. Searching the world for the best investment ideas is not an easy task. Identifying the best global investment opportunities requires an investment manager with global experience that has its resources and team structured in a way that enables it to research companies with a global perspective. We integrate our global perspective with a ‘value’ investing approach that is the core of our investment philosophy. Global Currents has determined that value-style investing can provide excellent risk adjusted returns over full investment cycles and is an essential strategy for client portfolios in today’s global environment.

Client Service

We recognize that good client service is the key to any business. Accordingly, we are deeply committed to understanding our clients’ needs and vigorously strive to exceed their expectations. We are keenly aware of the importance of client satisfaction to the success of the firm, and as such, we work tirelessly to develop long-term relationships with our clients. We recognize that the trust and confidence we have with our clients is the result of relationships secured through an unyielding commitment to client service and investment performance. Our goal is to provide clients with a dependable and consistent experience that they can be confident in.

How do we consistently deliver? Our approach to client service emphasizes personalized service and constant communication. Portfolio managers and client service professionals are available to meet as necessary at locations that are convenient for our clients. The client service team is available to respond to inquiries or requests for information. Our client reporting process, which includes a breadth of detailed reports that review critical account information such as quarterly performance, transactions, holdings, characteristics, investment overviews, and more, help to keep our clients abreast of the activity in their accounts. Additionally, our quarterly portfolio manager webcasts help clients to gain a deeper understanding of what we do, why we do it, and how it is impacted by market trends.

Legg Mason Heritage

Global Currents is an independent investment affiliate, wholly owned by Legg Mason. Legg Mason has been serving the needs of institutional and individual clients for over 100 years. As an investment subsidiary that comes under its banner, we are a specialist in global equity and can leverage the resources of the parent firm to address the needs of our clients. Clients access the capabilities and resources of a global asset management firm with the specialized expertise of an investment boutique. It’s a powerful combination!

My twenty-five years in the industry has taught me that good client service is the key to our business. When market conditions become volatile, it’s especially critical to keep our clients well informed about our strategy and how we are pursuing the best available opportunities. We want our clients to be aware of what our investment professionals are thinking and how the portfolios are performing over time. We are committed to addressing our clients’ needs and pursuing excellence in the delivery of investment performance and service to our clients.