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Strategies

Seeking Value by Active Management

Our investment objective for these strategies is to seek long-term capital appreciation above historical equity returns over a full market cycle, while minimizing volatility.

We utilize proprietary stock screens to allow for early recognition of undervalued international companies. ROE, Price to Tangible Book, Cash Flow Yield, Enterprise Value to Sales, as well as internal research are all utilized to identify value opportunities. The result are portfolios of 25-45 securities. We are an active manager, and all sector and country allocations are the result of our bottom-up process.

International Value

Launched 2017

Open to New Capital

Portfolios consist of approximately 45 non-U.S. companies. Positions are selected using an active, bottom-up approach from a global universe of 8,500 stocks in 56 markets.

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International Small Cap Value

Launched 2017

Open to New Capital

Portfolios consist of approximately 45 non-U.S. companies with a market capitalization of no greater than $5bn. Positions are selected using an active, bottom-up approach from an international universe of 7,000 stocks in 56 markets.

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International Concentrated Value

Launched 2025

Open to New Capital

Portfolios consist of approximately 25 non-U.S. companies, with a strong focus on companies based in developed markets. Positions are selected using an active, bottom-up approach from a global universe of 8,500 stocks in 56 markets.

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