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.
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.
Michael Stack, CFA