Gary E. Fullam, CFA, Managing Partner
Chief Investment Officer
Equity Coverage
Energy
Information Technology
Materials
Asset Class Coverage
Commodities
Currencies
Fixed Income
Technical Analysis
Quantitative Coverage
Additional Data, Research and Quantitative Computations are Provided by Ned Davis Research, Inc.
Thomas A. Martin, CFA, Partner, Senior Portfolio Manager
Equity Coverage
Communication Services
Consumer Discretionary
Real Estate
Asset Class Coverage
International Equities
Real Estate
Quantitative Coverage
Additional Data, Research and Quantitative Computations are Provided by Ned Davis Research, Inc.
J. Keith Buchanan, CFA, Partner, Senior Portfolio Manager
Equity Coverage
Consumer Staples
Financials
Industrials
Utilities
Asset Class Coverage
International Equities
Quantitative Coverage
Additional Data, Research and Quantitative Computations are Provided by Ned Davis Research, Inc.
Veronica A. Adams, CFA, Partner, Associate Portfolio Manager
Equity Coverage
Information Technology
Asset Class Coverage
Technical and Quantitative Analysis
Quantitative Coverage
Additional Data, Research and Quantitative Computations are Provided by Ned Davis Research, Inc.
Kimberly D. Woody, Partner, Senior Portfolio Manager
Equity Coverage
Healthcare
Information Technology
Asset Class Coverage
Fixed Income
Quantitative Analysis
Quantitative Coverage
Additional Data, Research and Quantitative Computations are Provided by Ned Davis Research, Inc.
Globalt is an institutional asset manager with more than three decades of full-cycle investment experience. Guided by a global macro, multi-asset risk framework, we bring a unified, regime-aware approach to portfolio management—powered by our proprietary 3-Dimensional Weight of the Evidence Process.
One Engine,
Multiple Roles
Strategies designed for different financial objectives
This engine integrates quantitative, fundamental, and technical analysis disciplines to evaluate evolving market regimes and guide portfolio positioning across all of our strategies. Whether expressed through our innovatETF Strategies® or our Equity Strategies franchise, the same engine drives every allocation, every risk decision, and every role we serve for clients.
This is the foundation of our identity: One Engine, Multiple Roles — a single, coherent process powering multiple mandates, multiple vehicles, and multiple solutions across the full spectrum of investor needs.
One Engine,
Multiple Vehicles
CIT, SMA, UMA, Active ETFs
Mandates – OCIO, Model Delivery, Core allocations, Defensive Equity, Real Return, Multi-asset, Overlay strategy, Completion strategy
innovatETF Strategies
Equity Dominant
Core Multi-Asset
Capital Preservation
Equity Strategies
Core Philosophy 3D Weight of the Evidence
innovatETF Strategies® is designed to dynamically allocate across diversified sources of risk premia as macro regimes change.
Our approach is grounded in a simple goal:
Managing downside risk alongside long-term return objectives.
We combine more than three decades of full-cycle experience with a disciplined, team-managed process that seeks to dynamically allocates across asset classes as conditions in growth, inflation, and liquidity evolve.
Institutional Risk Factor Architecture
Regime-Aware Macro Enhances Factor Risk
Risk Gaps Addressed by Global Macro
Regime Transitions
Inflation Regimes
Rate Shifts
Correlation Breakdowns
Liquidity Shocks
Systematic Stress
Weight of the Evidence Approach
At the core is our Weight of the Evidence framework, integrating quantitative signals, fundamental insights, and technical trends into a unified decision engine. This enables us to adapt positioning as regimes shift rather than remain anchored to static exposures.
Globalt Investments: One Firm, Multiple Roles
Long-term compounding begins with capital preservation. Risk architecture precedes return optimization. Globalt’s approach emphasizes downside risk awareness, adaptability across market environments, and a disciplined framework for portfolio construction.
innovatETF Strategies® emphasize volatility awareness and downside sensitivity as part of the portfolio construction. Through rules-based methodologies and disciplined rebalancing, the strategies seek to moderate variability in returns over market cycles without relying on leverage, illiquid instruments, or complex trading structures.
Global Macro Investing
The heart of global macro is managing capital through changing economic regimes, and it remains durable because economic regimes never stop changing.
Global macro focuses on the forces that ultimately drive asset classes.
Globalt can help fulfill different types of mandates within a Multi-Manager framework.
We believe, when asset classes diverge from Macro-Economic Fundamentals, attractive investment opportunities arise.
No market timing. Maximum Short Duration Fixed Income position 40-50% depending on strategy.
Over two decades of building ETF portfolios.