• International Resources

  • International Investment Memo

International Equity

Our International Equity strategy seeks to outperform international markets and create exposure to our pioneering work in international ESG research and shareholder engagement. The product's objective is to preserve and build capital by investing in economically and geographically diversified portfolios of 40 to 60 non-U.S. stocks.  We focus on high quality medium-to-large capitalization companies that, in our opinion, are undervalued relative to their long-term fundamental outlook.  We integrate financial and sustainability factors into our investment process because we believe Environmental, Social and Governance (ESG) research helps us find companies that could benefit from new market opportunities, efficiency improvements, and wider risk controls.  Our relatively low turnover reflects our emphasis on adding value over the long-term.  The benchmark for our International Equity portfolios is the MSCI EAFE (Europe, Australasia, Far East) Index.