International Opportunities Equity
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.