The intersection of discipline and flexibility
We build high-conviction portfolios of stocks of companies located outside the U.S., with a concentration in major developed markets. Our disciplined process is driven by bottom-up fundamental research with a focus on cash flow. We seek value and quality in the mid- to large-cap stocks we follow.
We believe that global diversification is critical for most investors. It offers benefits over a U.S.-only approach, including:
Greater Earnings Potential
Some of the best global businesses and economies are found outside the U.S.
Adding a range of exposures, countries, economies, and government policies to a portfolio delivers a larger opportunity set.
Investing overseas may offer a more attractive risk/ return profile and complement domestic investments.
Our Investment Process