Event Voice: Your Questions Answered by Antipodes Global Value

Why It Matters

The approach offers investors diversification and downside protection while tapping undervalued global opportunities that traditional US‑centric strategies miss, potentially enhancing long‑term portfolio returns.

Key Takeaways

• Antipodes Global Value outperformed since 2015 with risk‑adjusted returns
• Team of 31 analysts covers five sector teams and global markets
• Focus on undervalued firms amid US mega‑cap overvaluation
• Highlights: SLB low‑cycle oil services; Brookdale senior‑living growth
• Risks: Gulf energy disruptions and regional supply‑chain shifts

Pulse Analysis

Antipodes Global Value differentiates itself in a crowded equity landscape by applying an industry‑led research process that hunts for asymmetric pricing gaps. While AI hype has inflated US mega‑caps, Antipodes looks to regions and sectors where structural trends—geopolitical realignment, energy security, and aging populations—create hidden value. This contrarian stance aligns with investors seeking diversification away from a market increasingly dominated by a handful of high‑growth tech names, offering a defensive tilt without sacrificing upside.

The fund’s operational edge stems from a tightly integrated team of 31 professionals. Five dedicated sector groups—Hardware, Industrials & Commodities, Healthcare, Financials & Infrastructure, and Emerging Markets—generate a steady pipeline of ranked ideas. Quant and macro analysts embed data‑driven screening and risk modeling throughout the workflow, while an Alternative Data and AI unit adds real‑time, non‑financial signals. A global trading desk in Sydney and London ensures swift execution, allowing the portfolio to capitalize on opportunities as they arise.

Current holdings illustrate the strategy’s thematic focus. SLB, trading at roughly 18.2× next‑twelve‑month earnings, combines low‑cycle oil‑service exposure with a high‑margin AI‑driven digital division and a push into carbon‑capture and hydrogen, positioning it for the upcoming energy transition. Brookdale Senior Living benefits from a "silver tsunami," with senior‑housing demand projected to double by 2030 and a cost advantage of about $260k per bed versus peers. While geopolitical tensions in the Gulf and supply‑chain regionalization pose risks, Antipodes mitigates them through diversified earnings exposure and disciplined position sizing, offering investors a resilient, value‑oriented alternative.