Focus on Our Clients
“Our investment team averages over 18 years’ of investment industry experience and they’ve weathered numerous market cycles. This expertise serves to guide our decision-making as we endeavor to uncover myriad investment opportunities across the globe.”
By Paul Ehrlichman, Head of Global Equity
Our overarching goal is to foster a professional environment which attracts and retains seasoned experts who work hard individually and collectively to exceed our clients' expectations and deliver superior investment solutions. We understand the importance of solid relationships in our business and also know that we must earn the trust of our clients and their consultants each and every day. Ours is an unwavering commitment to integrity, focus, and results.
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
The investment professionals who comprise Global Currents have a long history of investing in global equity markets. Our success comes from the effective collaboration of talented investment professionals working together toward a single purpose: satisfying the investment needs of our clients with sound and competitive investment strategies. Searching all corners of the world for the best investment ideas is a complex task; identifying the best global investment opportunities requires an investment manager with global expertise and diverse resources. Our global perspective is integrated with a value investing approach - this is our core investment philosophy. We strongly believe that value 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 excellent client service is the key to any business model. Regardless of the industry, keeping the needs of your clients at the forefront is the key to building deep and long-lasting relationships. Our team works tirelessly to develop long-term relationships with our clients and we recognize that trust and confidence is something we must consistently earn.
How do we differentiate ourselves? By being available and approachable. We emphasize personalized service and constant communication. You won't be guided to a toll-free number staffed by generalists who give general responses to your complex needs. Our portfolio managers and relationship managers regularly meet with our clients to review the market dynamics, portfolio structure, and emerging opportunities. Our client service team handles ad-hoc requests and prepares a suite of detailed investment reports which include pertinent information such as quarterly performance, transactions, holdings, characteristics, investment overviews, and more - all in an effort to keep our clients abreast of the activity in their portfolio.
A heritage of dedicated service
Global Currents is a wholly-owned investment affiliate of Legg Mason Inc and is part of ClearBridge Advisors. ClearBridge Advisors is the largest equity investment manager owned by Legg Mason and has a history which spans some of the most notable investment management firms in our business. Legg Mason has been serving the needs of institutional and individual clients for over 100 years. Clients benefit from the capabilities and resources of a global asset management firm combined with the specialized expertise of an investment boutique. It's a powerful combination!
My twenty-three years in this industry has taught me that excellent client service is a critical element of success. When market conditions become volatile, it's especially important to keep our clients well informed about their investments and share our thoughts about the future. We treat our clients as partners and work to ensure that their best interests are at the core of everything we do.
Paul is the Head of Global Equity and also serves as a Portfolio Manager for Global Currents Investment Management. Paul oversees the firm's global investment process and leads the investment team which consists of 4 portfolio managers and 3 dedicated research analysts. Prior to launching Global Currents in 2008, Paul spent 18 years at Brandywine Global as Global Equity CIO and Managing Director. He has 28 years of industry experience.
Prior to joining Brandywine Global, Paul was with Provident Capital Management, Inc. as an Assistant Vice President and Portfolio Manager (1984-1988), and with First Pennsylvania Bank as a Securities Analyst (1983-1984).
Paul earned a B.S. degree in Finance and Quantitative Analysis from La Salle University, graduating cum laude. He is also involved with a number of community organizations including Fairville Friends School, The Brandywine Conservancy, Salesianum High School, St. Patrick's Parish of Kennett Square and The Delaware Nature Society
Watch Paul discuss Global Currents' investment philosophy