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 compound shareholder wealth over the long term and limit downside participation. 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
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 high-quality resilient companies with strong management, high returns on 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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Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.
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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.
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Insights