We believe it is our responsibility to help you invest in your financial well-being. With this in mind, Windsor Group is focused on delivering superior results. The cornerstone of our group of funds is the Windsor Global Equity Fund. In addition to offering a high minimum annual return, our Equity Fund aims to provide you with the ability to reap the rewards of growth in our fund’s portfolio.

Our Equity Fund seeks growth of capital through investments in public and private equity on a global basis, with a focus on multinational companies. The fund looks to invest in both developed and emerging markets, including both large and small capitalization companies.

In order to achieve its investment strategy objectives, Windsor Global Equity Fund aims to create a broadly diversified portfolio of wealth-creating companies with excellent management teams bought at discounts to their intrinsic values. In these unprecedented times, financial instruments will likely develop in many different directions. Our strategies position us to be at the forefront of these changes.

Additionally, the Windsor Global Equity Fund looks to invest in the area of mergers and acquisitions (“M&A”). M&A, including leveraged buy-outs and restructurings are effective tools in growing successful businesses, as well as turning around struggling ones. We investigate emerging and rapidly growing markets to assess the value inherent in M&A activity. We look for start-up companies with incredible growth potential, as well as established companies with positive cash flow in need of capital and advisory services to scale operations. This approach is intended to effectuate internal success for Windsor Global Equity Fund’s portfolio, as well as external success for the companies in which we invest.

Global equity funds were the best-selling investment vehicles in 2020. Moving forward, with the volatility of the markets and an ever-changing landscape due to COVID-19, our analysts anticipate this trend to continue throughout 2021 and beyond.