M3Sixty International Strategy

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

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

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

To Request Additional Information About The M3Sixty International Strategy:

Please contact:

Tony DeMarino
tony.demarino@m3sixtyllc.com
913-396-3264