Investment Strategy
Global 500
Invest in the world's most influential companies — across every sector and region — with a low-cost, transparent structure.
Strategy Profile
Universe
500+ Companies
Coverage
All Sectors & Regions
Structure
Direct Indexing
Tax Loss Harvesting
Available
How It Works
The Global 500 Strategy invests in the world's largest and most influential companies across all sectors and regions. By investing in the top 500 publicly-traded companies by market capitalization, this strategy provides diversified, low-cost, transparent participation in global economic growth with built-in international diversification.
Investment Thesis
The 500 largest global companies represent the most resilient, best-capitalized businesses across every major industry and geography.
International diversification reduces single-country or single-currency risk while capturing growth across developed and emerging economies.
A transparent, market-cap-weighted approach ensures the portfolio naturally allocates more to the highest-performing companies over time.
Why Global 500?
Many U.S. investors are overweight domestic equities, missing significant global growth opportunities. The Global 500 provides a simple, efficient way to gain meaningful international exposure through the most liquid, well-governed companies in the world.
Tax Loss Harvesting
Because the Global 500 is implemented through direct indexing — holding individual securities rather than a single fund — it creates meaningful opportunities for tax loss harvesting. When individual positions decline in value, those losses can be realized and used to offset capital gains elsewhere in the portfolio, reducing the investor's current tax liability. The position is then replaced with a highly correlated security to maintain market exposure without triggering wash sale rules. Over time, systematic tax loss harvesting can meaningfully improve after-tax returns relative to a comparable ETF-based approach.
Dynamic Growth Overlay
The Global 500 can be combined with Quantor's Dynamic Growth strategy as an overlay — applying the same systematic leverage framework used in the Dynamic Growth Strategy to the Global 500 portfolio. This combination seeks to enhance long-term expected returns by increasing exposure during market downturns and reducing leverage as markets recover, all while maintaining the diversification benefits of a global equity portfolio. Investors interested in this combined approach should contact us to discuss suitability and structure.
Who Is This Strategy For?
Ideal as a core portfolio holding for long-term investors who want broad global diversification at low cost — whether as a standalone investment, a tax-loss-harvesting vehicle, or as a foundation for the Dynamic Growth overlay.
Go Global With Your Portfolio.
Contact us to learn how the Global 500 Strategy fits your investment goals.
