News & Insights

For two decades, Channing Capital has been known for its opportunistic approach to investing in U.S. equity markets. But as institutional investors seek broader diversification and growth beyond domestic borders, we recognized an opportunity to evolve.

Enter Channing Global Advisors.

Built as an extension of our intrinsic value investment philosophy, Channing Global Advisors launched in 2017 with a highly experienced team and a strategic approach to global and non-U.S. investing. Our goal was to give institutional investors a broader opportunity set while staying true to our fundamental, long-term value focus.

Channing Capital Co-Founder & CEO Rodney B. Herenton recently shared his thoughts on the vision behind Channing Global Advisors, the journey so far, and where the firm is headed next.

What drove Channing’s decision to go global?

By 2017, Channing Capital had reached a key inflection point total firm AUM. At the same time, we saw a clear shift in institutional investor preferences. Domestic equity allocations were becoming increasingly concentrated in small and large caps, with large caps dominated by indexing and ETFs. Given the capacity constraints in small caps, we recognized that expansion opportunities on the domestic side were limited. The logical next step was broadening our product offerings to include non-U.S. and global equity strategies—leading to the formation of Channing Global Advisors.

Our decision was also data driven. We analyzed industry trends, examined where institutional searches were focused, and studied the moves of larger competitors. Everything pointed toward growing demand for global equity solutions. That validated our strategy to establish a dedicated global investment arm—a distinct subsidiary of Channing Capital with its own SEC registration, geographical footprint, and product lineup.

What qualities were you looking for in the right team to lead Channing Global Advisors?

Expanding into global markets meant finding the right talent—investors with deep expertise who also aligned with our firm’s culture. That led us to Josephine Jimenez, CFA, and Ron Holt, CFA—proven leaders with exceptional track records in the global and emerging markets space. They’re also entrepreneurs, which resonates with me personally.

The thing about entrepreneurs is that we’ve experienced both success and failure. You learn from that. On the second go-around, you take the best practices, leave the bad ones behind, and adjust for a stronger next run.

Beyond that, Josephine is an outstanding investor with more than two decades of experience in emerging markets. She joined us from EM-focused investment management firm The RockCreek Group and previously founded and led boutique EM firm Victoria 1522 Investments.

Ron is also an entrepreneur, launching his own advisory firm, PREMIS Capital Partners, after a 17-year tenure at Hansberger Global Investors, where he was portfolio manager and Director of Research for the firm’s value strategy. With more than 25 years in the industry, Ron brings a wealth of knowledge to our global and international investment strategies.

We structured the firm so that Josephine and Ron can focus entirely on investing—free from operational distractions—allowing them to generate strong, research-driven returns.

How does Channing’s value-driven approach translate to global and non-U.S. strategies?

Ron’s strategies are a seamless extension of our intrinsic value approach—concentrated portfolios, deep fundamental analysis, and a long-term perspective. While a global focus brings its own nuances, our core investment discipline remains unchanged.

Josephine’s expertise in emerging markets adds another layer. Since emerging markets tend to be more growth-oriented, we structured our approach with a barbell approach—anchoring in intrinsic value while selectively capturing growth opportunities in developing economies. This diversification enhances our offerings without compromising our intrinsic value investment approach.

What’s next for Channing Global Advisors?

Building a competitive global investment platform takes patience and precision. Our initial priority when launching in 2017 was delivering competitive performance—establishing highly competitive one-, three-, five-, and seven-year track records. Now that we’ve achieved those milestones, we’re focused on scaling.

Looking ahead, our vision is to scale all 10 of our investment strategies—domestic and global—so we can serve institutional investors even more effectively.

Final thoughts?

Channing Global Advisors represents an evolution in Channing Capital’s capabilities, offering institutional investors a disciplined, research-driven approach to global and non-U.S. equity markets. By expanding our investment reach while staying true to our intrinsic value roots, we’re positioning ourselves to meet the evolving needs of institutional clients.

I believe the best is yet to come.

Not an offer: This document does not constitute advice, a recommendation, an offer to sell, or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith, and any related legal, tax, accounting, or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Channing Capital Management, LLC, or consult with the professional advisor of their choosing.

Specific investments described herein do not represent all investment decisions made by Channing Capital Management, LLC. The reader should not assume that investment decisions identified and discussed were or will be profitable. Specific investment advice references provided herein are for illustrative purposes only and are not necessarily representative of investments that will be made in the future. The views expressed represent the opinion of Channing Capital Management, LLC, which are subject to change and are not intended as a forecast or guarantee of future results. Stated information is derived from proprietary and non-proprietary sources that have not been independently verified for accuracy or completeness. While Channing Capital Management, LLC believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance, or events may differ materially from those expressed or implied in such statements. 

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