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International

Focused fundamental research and strategic portfolio construction across a range of international (ex-U.S.) all country, developed markets, and regional equity strategies.

 

Our international equity strategies are primarily co-managed by Paul Blankenhagen, CFA and Juliet Cohn, MCSISpecific company research recommendations and essential insights into industry trends are provided by our international (ex-U.S.) research analyst teams. Importantly, all aspects of our team, process, platforms, and the strategies we manage are globally unified and built to maximize our stock selection opportunity set and portfolio construction expertise across developed and emerging markets worldwide, companies large and small. 

 

Consistent across strategies is our approach to evaluating and selecting stocks from a broad investment universe and constructing portfolios in alignment with specific objectives and risk management parameters. Like all our active global equity strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations ensuring consistency with our investment philosophy and objective of exploiting market anomalies. Our conviction is built on bottom-up insights, not by making bold calls on the macro economy, market direction, or sector leadership. 

 

Our distinctive, team-based, research-driven culture and differentiated investment approach provides us informational, analytical, and behavioral competitive advantages resulting in portfolios with outperformance potential, a compelling value proposition.

 

 

Investing in companies domiciled in international developed markets (ex-U.S.), aiming to generate annualized outperformance over full market cycles relative to the MSCI World ex-U.S. Index.

Investing primarily in large-cap companies domiciled in developed international (ex-U.S.) markets, aiming to generate annualized outperformance over full market cycles relative to the MSCI World ex-U.S. Growth Index

Investing in companies domiciled in the developed markets of Europe, aiming to generate annualized outperformance over full market cycles relative to the MSCI Europe Index

Investing in companies domiciled in Japan, aiming to generate annualized outperformance over full market cycle relative to the MSCI Japan Index.

Investing in companies domiciled in international developed (ex-U.S.) and emerging market countries, aiming to generate annualized outperformance over full market cycles relative to the MSCI AC World ex-U.S. Index

Maximizing opportunistic flexibility with an eye on minimizing the downside. Our International Opportunities Equity strategy invests in companies domiciled in developed (ex-U.S.) and emerging markets around the world, aiming to provide superior long-term risk adjusted returns with lower absolute volatility than the broad international equity market (e.g. MSCI AC World ex-U.S. Index).

Investing in companies domiciled in international developed (ex-U.S.) and emerging markets, aiming to generate annualized outperformance over full market cycles relative to the MSCI AC World ex-U.S. Index.