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 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation.
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Concentrated portfolio of 20-40 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.
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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 global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation – while avoiding exposure to business activities such as alcohol, tobacco, fossil fuels and weapons.
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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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Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.
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Invests in 20-50 high quality, predominantly US companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.
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Invests in 20-50 high quality, predominantly non-U.S. companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.
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