Strategies

International Value

Strategy Description

The International Value strategy seeks to own 40-80 of the most attractively valued companies across the market cap spectrum located outside of the United States. The strategy has a great deal of flexibility with respect to market cap and geography and will hold many of the firm’s best investment ideas. We look for durable businesses run by shareholder-friendly management teams that are trading at attractive valuations relative to long-run normalized earnings.

Strategy Facts

As of 03/31/2026
Asset ClassInternational Equity
VehiclesSeparate Acct | CIT | Mutual Fund | Model Delivery
Style BenchmarkMSCI World ex-USA Value
Strategy Assets (millions)$4
Number of Stocks40 - 80
Typical Market Cap Range>$1 billion
StatusOpen

Portfolio Managers

David Green, CFA

28 Years with H&W 35 Years of Industry Experience

Hunter Doble, CFA

20 Years with H&W 30 Years of Industry Experience

Scott Rosenthal

18 Years with H&W 25 Years of Industry Experience