Global Total Return
Global Total Return (GTR) is a department of Legg Mason Investment Counsel with a concentrated strategy focused on investment in companies serving rapidly expanding markets and capitalizing on themes that are currently visible. We seek to add value through our judgment and discipline rather than replicating a global index. GTR has both a growth and income goal; the ability to show sustainable dividend growth is a key criterion for equity selection.
Through rigorous, fundamental analysis, we seek to invest in companies that:
Through rigorous, fundamental analysis, we seek to invest in companies that:
- Are well-established with experienced managements and quality corporate governance practices
- Have leading, long-lasting competitive positions in their industry
- Generate substantial and stable cash flows
- Demonstrate the potential for sustained dividend growth
- May be of any market capitalization, although investment in companies with market caps below $500 million will be limited.
