The goal of the International Value strategy is to exploit market mispricings by applying a consistent investment process centered on a balanced assessment of return and risk. We seek to invest in non-US companies across the market cap spectrum with sustainable cash flows, strong balance sheets, and whose stocks are undervalued relative to their tangible assets and long-term normal earnings power. Portfolio construction is based on rigorous, independent research and bottom-up security selection.
What to Expect
- Exposure to undervalued, non-US equities
- Price-to-normal earnings lower than the benchmark
- Active management unconstrained by the benchmark
- Thoroughly researched ideas vetted by an experienced team of 21 investment analysts
Read more about the international value strategy
As of 3/31/2017
|Asset Class||International Equity|
|Strategy Assets (millions)||$2|
|Number of Stocks||40 – 80|
|Typical Market Cap Range||>$1 billion|
|Emerging Markets Exposure||<20%|
|Currency Hedging||Generally unhedged
|Status||Open to new investors|
We employ a team approach to investing. As such, our clients benefit from the input and contribution of every member of our 21-person investment team. In addition to our Portfolio Coordinators, our sector teams play an important role in determining the positioning of your investment strategy.