International Opportunities Equity

Overview

 

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 equity market (e.g. MSCI AC World ex-U.S. Index).

 

Like all of our active equity strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations. Our International Opportunities Equity strategy provides our portfolio managers broad latitude to focus on our highest conviction investment opportunities across the world, intentionally disregarding standard market indexes when selecting stocks, and determining sector and region weights. Our framework incorporates base volatility premia (the “price of defense”) as well as size, value, momentum, and other key style factors. 

 

Related Insights

ALL
Declining Oil Prices Present Buying Opportunities in Global Equity Markets

Given the recent profound decline in crude oil prices, the global energy sector and related industrial suppliers are...

Despite Challenges: Higher ROE on the Horizon for Japanese Companies

After living under the umbrella of deflation for more ...

International Equities 2nd Quarter 2015 Review

Global equity markets were flat for the second quarter of 2015 (2Q 2015). While most markets were on track to deliver...