M3Sixty International Strategy
Investment Objective
Investment Objective
Investment Objective
The Strategy seeks to outperform the ACWI ex U.S. Index over a full market cycle (three to five years) with less than commensurate risk. Investing in both ORDs and ADRs, the strategy has a long term perspective. Our International Equity Strategy looks to provide diversification when combined with US equities over the long- term.
Investment Strategy
Investment Objective
Investment Objective
The team constructs a diversified portfolio consisting of established companies domiciled outside the U.S. or whose primary business is conducted outside of the U.S..
We believe risk-adjusted relative outperformance can be achieved through long-term ownership of quality companies with long-term growth tailwinds.
Portfolio Management Team
Portfolio Management Team
Portfolio Management Team
Michael Stack, CFA
- 30+ years financial industry experience
- 22 years in portfolio management
- 26 years experience as Securities Analyst
Angel Lupercio
- 25+ years of financial industry experience
- 8 years in portfolio management
- 21 years experience as Securities Analyst
Portfolio Management Team
Portfolio Management Team
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