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.

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High quality companies must also have high quality managements.

 
 
 
Portfolio Managers
William Lock
Head of International Equity Team
27 years industry experience
Bruno Paulson
Managing Director
25 years industry experience
Dirk Hoffmann-Becking
Executive Director
21 years industry experience
Nic Sochovsky
Managing Director
21 years industry experience
Vladimir Demine
Executive Director
17 years industry experience
Nathan Wong
Executive Director
19 years industry experience
Marcus Watson
Executive Director
11 years industry experience
Alex Gabriele
Executive Director
10 years industry experience
Richard Perrott
Vice President
13 years industry experience
 
 
 
Strategies
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 global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.  
Invests in 25-50 high-quality, world class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.  
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.

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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