International Equity Opportunities
Table of Contents
Investment Objective
Long-term MSCI ACWI ex. USA Index outperformance
Investment Approach
Actively managed International equity strategy with a value bias driven by a structured top-down thematic process and bottom-up security insights.
Key Features
- International large- and mid-cap value focus
- Utilizes both top-down thematic and bottom-up insights
- Targets uncorrelated sources of return across countries, industries and individual securities
- Incorporates model uncertainty and downside protection while minimizing benchmark dependency
- Cost efficient and risk-controlled implementation
- Highly experienced team provides portfolio oversight and makes continual model enhancements
There can be no guarantee that this objective will be achieved.
‡ A full market cycle is 3-5 years.