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

Active International Allocation Team

Capabilities: Active Fundamental Equity

 
 
Summary

The Active International Allocation team, part of our Active Fundamental Equity capability, has followed a distinct, disciplined and consistent investment process since 1986. They believe that economic, political and business fundamentals are the main drivers of future investment returns (and risks). The team’s approach emphasizes countries, sectors and industries. They believe that macro investment factors can be just as potent as bottom-up investment factors, and they seek to exploit how most money managers look at stocks and analyze individual corporate managements.

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Qualitative judgment is the linchpin of our decision-making process.

 
 
 
Portfolio Managers
Executive Director
12 years industry experience
Managing Director
22 years industry experience
Managing Director
18 years industry experience
 
 
Invests primarily in equity securities of non-U.S. issuers with the goal of long-term capital appreciation.  
Seeks long-term capital appreciation by investing in global equities utilizing a top-down approach that actively selects regions, countries, sectors and industries.  
Seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers.  
Seeks long-term capital appreciation by investing primarily in global equity securities.  
 
 

Team information may change from time to time.

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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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