PGIM JENNISON GLOBAL EQUITY OPPORTUNITIES searches far and wide for the next big thing
The modus operandi behind 投資 基金 PGIM Jennison 全世界の 公正，普通株主権 適切な時期s is to identify companies that are likely to 支配する the 法人組織の／企業の world in the next １０年間 ? and then 投資する in them big time.
It's a bold 投資 戦略, all built around growth, and not without 危険, 特に in the short 称する，呼ぶ／期間／用語.
But it's a rather 説得力のある 投資 proposition given its 強調 on exciting 主題s such as the にわか景気 in 人工的な 科学（工学）技術 (AI); new 麻薬 開発s; the 需要・要求する for 高級な goods (特に in Asia); and the digitalisation of 財政上の services in Latin America.
'We try to 位置／汚点／見つけ出す unique 商売／仕事 models that will 配達する strong 収入s growth long into the 未来,' says 示す Baribeau, who manages the £580 million 基金 out of Jennison's offices in New York and Boston ? Jennison Associates 存在 one of several 投資 商売／仕事s owned by PGIM.
'Invariably, the companies have identifiable 競争の激しい advantages that means they can 支える their market position. And they can make big 利益（をあげる） 利ざやs.'
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The result is a 大臣の地位 構成するing just 36 在庫／株s, most of which are 名簿（に載せる）／表（にあげる）d in the 部隊d 明言する／公表するs, but all have 全世界の reach.
Many are familiar 指名するs 含むing the likes of AI specialist Nvidia, Microsoft and アマゾン ? the 基金's three biggest holdings. These are all members of the 'magnificent seven' club: 科学（工学）技術-based companies which have been まず第一に／本来 責任がある the strong 業績／成果 of the 公正，普通株主権 market in the 部隊d 明言する／公表するs.
The 基金's 業績／成果 numbers are good although they also 最高潮の場面 how volatile some of the prices of the 在庫／株s it 持つ／拘留するs can be. Over the past year, it has 登録（する）d a 35 per cent return, but over the two previous discrete one-year periods, the 基金 has incurred losses of 5.5 per cent (year to March 2023) and 15.7 per cent (year to March 2022).
'Yes, the prices of many of the growth 在庫／株s we held in 2022 were 攻撃する，衝突する by higher 利益／興味 率s and 経済的な 下降,' says Baribeau. 'But their 回復 started in 2023 and it looks like this will continue 井戸／弁護士席 into this year.'
Although the 基金 has more than 70 per cent of its 資産s in the 部隊d 明言する／公表するs, Baribeau says it's not a 審議する／熟考する 政策.
'We don't take a 最高の，を越す-負かす／撃墜する 見解（をとる） on markets,' he says. 'We jump on 投資 適切な時期s wherever they 現在の themselves. It's coincidental that most happen to be in the US.'
A big 主題 in the 基金 outside of the 部隊d 明言する／公表するs is continued 全世界の 需要・要求する for 高級な goods, 特に from the burgeoning middle classes in some of the economies of South East Asia.
'商売／仕事s such as LVMH, Hermes and Ferrari ? all headquartered in Europe ? are phenomenal companies,' says Baribeau. 'They can't be replicated which makes them 説得力のある from an 投資 point of 見解（をとる）.'
He is also excited about the digitalisation of 財政上の services in Latin America ? a 最高の，を越す ten 基金 持つ／拘留するing is Argentine company MercadoLibre which is 名簿（に載せる）／表（にあげる）d in the 部隊d 明言する／公表するs. The 経営者／支配人 says a concentrated 大臣の地位 ? built around best of 産む／飼育する companies ? is the only way to 配達する stellar returns for 投資家s.
The 基金's five-year 業績／成果 numbers 証明する his point. Its 全体にわたる return of 117 per cent compares with the 61 per cent 伸び（る） 登録（する）d by the 普通の／平均（する） 全世界の 基金.
年次の 基金 告発（する），告訴（する）／料金s are reasonable at 0.83 per cent and the 基金 can be bought on most mainstream 投資 壇・綱領・公約s.
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