Strategies

International Value

Summary

Strategy Description

The International Value strategy invests in undervalued companies across the market cap spectrum located outside of the United States. The strategy seeks to own durable businesses, led by management teams committed to growing shareholder value that are trading at a discount relative to their tangible assets and long-run normalized earnings.

Strategy Facts

As of 06/30/2023
Asset ClassInternational Equity
VehiclesSeparate Acct | Mutual Fund | Model Delivery
Style BenchmarkMSCI World ex-USA
Strategy Assets (millions)$4
Number of Stocks40 - 60
Typical Market Cap Range>$1 billion
StatusOpen

Portfolio Managers

Scott Rosenthal
16 Years with H&W 23 Years of Industry Experience
David Green, CFA
26 Years with H&W 32 Years of Industry Experience
Hunter Doble, CFA
17 Years with H&W 27 Years of Industry Experience

Index definitions

Glossary of financial terms