Global markets continue to evolve and require in-depth research to find investment opportunities. We utilize global sector research, independent thought and valuation expertise to invest in what we believe are high-quality and undervalued companies for our clients’ portfolios.”

David B. Iben, CFA
Chief Investment Officer

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Tradewinds Portfolios

Our Firm

Focused on Clients' Financial Goals

Tradewinds Global Investors is a specialized investment management firm that searches the world for companies whose securities we believe are undervalued and will be solid long-term investments for our clients' portfolios.

Our global team researches the quality of a franchise, seeking to determine a company's underlying business fundamentals, industry position and sustainable competitive advantage.

Our Approach

Committed to Uncovering
Global Value

  • One investment philosophy, process and platform for global equities
  • Disciplined investment process that assesses both risk and reward
  • High-conviction portfolios shaped by investment insight
  • Experienced global investment team uses all-capitalization, bottom-up sector analysis
  • Collaborative environment that fosters teamwork, intellectual curiosity and independent thought

Our People

Looking inside Tradewinds

Dedication to our clients starts with a deep commitment to our people.

Investment Insights

Commentary

Dave Iben discusses his recent thoughts on the economy in American Pie.

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Searching Globally for Value