International Equity Team
Capabilities: Active Fundamental Equity
International Equity Team
Capabilities: Active Fundamental Equity

International Equity Team

Capabilities: Active Fundamental Equity

 
 
Summary

The International Equity team, part of our Active Fundamental Equity capability, follows a disciplined investment process based on fundamental analysis and bottom-up stock selection, with sector, industry and stock weights driven by an assessment of each stock’s quality and value characteristics. They believe that the best route to attractive long-term returns is through compounding and providing a measure of downside protection. The team's experience provides a competitive advantage in itself—their years of working together, their breadth of experience across sectors, and a culture of critical analysis underpin their focus on quality. The team’s long-term investment horizon seeks high-quality businesses that have the potential to compound shareholder wealth over time.

‘‘

High quality companies must also have high quality managements.

 
Insights
Investment Insight
Seeking Sustainability
Nov 30, 2017
William Lock discusses how a strategy that his team manages has incorporated the Buffett philosophy into a long standing, successful global investment strategy.
GLOBAL EQUITY OBSERVER
Signs of Life in Tokyo?
Oct 30, 2017
With recovery in Japan underway, the International Equity Team asks whether the Japanese government’s efforts to bring about change offers investors high-quality opportunities today.
Global Equity Observer
Look Left, Look Right, Look Left Again
Sep 30, 2017
In focusing on right-wing populism, are markets failing to notice the threat posed by the left? The International Equity Team explains their increased vigilance given political uncertainty.
 
 
Portfolio Managers
Head of International Equity Team
25 years industry experience
Managing Director
15 years industry experience
Executive Director
19 years industry experience
Executive Director
19 years industry experience
Executive Director
15 years industry experience
Executive Director
17 years industry experience
Vice President
9 years industry experience
Vice President
8 years industry experience
Vice President
11 years industry experience
 
 
Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.  
Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.  
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.  
 
 

As of 2/29/2016. Team information may change from time to time.

There are important differences in how the strategy is carried out in each of the investment vehicles.

References to "High Quality" reflect the investment team's opinions regarding certain factors of an issuer which may be subjective. The views and opinions expressed herein are those of the portfolio management team.

The information on this page is solely for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

 

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