Strategy
Investment Approach
- Macroeconomic factors have a role, but our approach is primarily bottom-up and research driven.
- Growth opportunities are found across the capitalization spectrum and across market sectors.
- Risk is managed at stock, sector, and cap-range levels.
- Portfolio re-balancing is an effective risk management tool.
Past performance is not a reliable indicator of future performance.
Risks
Typical Investor
Appropriate for long-term investors who can accept the risks unique to international investing and are looking for diversification benefits.