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
Fei Teng
Senior Associate
Helena Miles
Senior Associate
Portfolio Specialist
Our Views
Strategies
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Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.
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Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.
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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.
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Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.
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Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.
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Insights