The International Equity team believes the best route to attractive long-term returns is to invest in high-quality companies that compound steadily over time. By investing in companies with strong and sustainable earnings, the team seeks to maximize the power of compounding and limit capital destruction in down markets. Their history of working together for many years, their breadth of experience across sectors, and their culture of critical analysis is itself a competitive advantage for clients invested in their strategies.

Meet the Investment Team

 
Portfolio Managers
 
Portfolio Specialist

Our Views

 
 
 
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 high-quality resilient companies with strong management, high returns on 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 both high quality compounders and value opportunities, primarily in developed markets outside the US. The compounders are characterized by high returns on operating capital employed and strong free cash flow. The value opportunities tend to be more cyclical, with improving or mispriced fundamentals.  
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.  
 
 

Team information may change from time to time.

Effective March 31, 2021, Dirk Hoffmann-Becking has retired and is no longer serving as a portfolio manager for the Portfolio.

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.

There is no assurance that a portfolio will achieve its investment objective. Portfolios are subject to market risk, which is the possibility that the market value of securities owned by the portfolio will decline. Accordingly, you can lose money investing in this strategy. Please be aware that this strategy may be subject to certain additional risks. 

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

 

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