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For Institutional Investors in the US

International Research Equity

Sector specialists conduct independent research to create a high-conviction portfolio of best ideas around the globe, regardless of market cap or sub-sector

Overview

ABOUT THIS STRATEGY

We believe fundamental stock selection is the most consistent and durable way to drive alpha in client portfolios. Our analyst teams’ expertise and knowledge seek to identify and distill innovative and opportunistic investment ideas into actionable portfolio insights. Portfolio construction aims to avoid unintended and uncompensated risks, ensuring that stock selection is the primary source of excess returns relative to a benchmark.

INVESTMENT APPROACH

Think independently, generate insight

Proprietary research led by sector experts seeks to uncover underappreciated investment opportunities.

Pure Stock Picking Approach

Analyst-driven, high-conviction portfolio where stock selection is the primary driver of excess returns.

Repeatable, risk-aware process

Disciplined and repeatable approach to portfolio construction combined with top-down risk oversight.

Portfolio Management

Joshua Cummings, CFA
Joshua Cummings, CFA

Portfolio Manager | Research Analyst

Industry since 1996. Joined Firm in 2016.

John Jordan
John Jordan

Portfolio Manager | Research Analyst

Industry since 1997. Joined Firm in 2008.

Performance

RETURNS (%) (As of 09/30/2024)
Composite Gross Composite Net MSCI All Country World ex USA IndexSM
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(07/01/2010)
Composite Gross 5.85 15.52 27.23 5.63 10.42 7.38 7.81
Composite Net 5.68 14.96 26.42 4.95 9.71 6.69 7.11
MSCI All Country World ex USA IndexSM 8.17 14.70 25.96 4.66 8.10 5.72 6.88
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
High absolute short-term performance is not typical and may not be achieved in the future. Such results should not be the sole basis for evaluating material facts in making an investment decision.
The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.
RETURNS (%) (As of 09/30/2024)
Composite Gross Composite Net MSCI All Country World ex USA IndexSM
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(07/01/2010)
Composite Gross 5.85 15.52 27.23 5.63 10.42 7.38 7.81
Composite Net 5.68 14.96 26.42 4.95 9.71 6.69 7.11
MSCI All Country World ex USA IndexSM 8.17 14.70 25.96 4.66 8.10 5.72 6.88
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
High absolute short-term performance is not typical and may not be achieved in the future. Such results should not be the sole basis for evaluating material facts in making an investment decision.
The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.
Calendar Year Returns (%)
Composite Gross Composite Net MSCI All Country World ex USA IndexSM
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Composite Gross 15.87 -13.28 8.18 17.61 28.31 -15.84 31.38 4.44 -5.20 -2.99
Composite Net 15.13 -13.85 7.49 16.86 27.50 -16.39 30.55 3.77 -5.81 -3.61
MSCI All Country World ex USA IndexSM 16.21 -15.57 8.29 11.13 22.13 -13.77 27.77 5.01 -5.26 -3.44
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.

Documents

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Our intellectual capital is readily available and central to our Knowledge Shared approach"
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