Strategies

All equity strategies utilize the same investment philosophy, which has been applied successfully for over 25 years.

Please contact us to learn more about the strategies.

Developed Markets Equity

International Equity (ex US) – This strategy invests in non-US developed markets with select exposure to emerging markets. The portfolio ranges from 35 to 55 companies and clients typically benchmark the strategy to the MSCI EAFE Index.

Focused International Equity (ex US) – This strategy invests in non-US developed markets with select exposure to emerging markets. The portfolio ranges from 30 to 40 companies of approximately $6.5 billion in market capitalization and above. Clients typically benchmark the strategy to the MSCI EAFE Index.

International Equity ESG (ex US) – This strategy invests in non-US developed markets with select exposure to emerging markets with principles-based environmental, social and governance considerations. The portfolio ranges from 35 to 55 companies and clients typically benchmark the strategy to the MSCI EAFE Index.

Global Equity – This strategy invests in developed markets around the world with select exposure to emerging markets. The portfolio ranges from 45 to 65 companies and clients typically benchmark the strategy to the MSCI World Index.

All Country World Equity

All Country World Equity (ex US) – This strategy invests in non-US markets around the world with a maximum allocation of 30% to emerging markets. The portfolio ranges from 95 to 155 securities and clients typically benchmark the strategy to the MSCI All Countries World ex US Index.

Focused All Country World Equity (ex US) -This strategy invests in non-US markets around the world with a maximum allocation of 30% to emerging markets. The product has a minimum market capitalization for developed securities of approximately $6.5 billion and a minimum for emerging markets securities of approximately $3.5 billion. The portfolio ranges from 80 to 90 securities and clients typically benchmark the strategy to the MSCI All Countries World ex US Index.

All Country World Equity – This strategy invests in developed markets around the world with a maximum allocation of 30% to emerging markets. The portfolio ranges from 80 to 110 securities and clients typically benchmark the strategy to the MSCI All Countries World Index.

Emerging Markets Equity

Emerging Markets Equity – This strategy invests in emerging markets around the world with some select exposure to developed and frontier markets. The portfolio ranges from 70 to 100 securities and clients typically benchmark the strategy to the MSCI Emerging Markets Index.

Focused Emerging Markets Equity – This strategy invests in emerging markets with some select exposure to developed and frontier markets. The portfolio has approximately 50 securities with a minimum market capitalization of $3.5 billion. Clients typically benchmark the strategy to the MSCI Emerging Markets Index.

Emerging Markets Wealth – This strategy invests in any security from developed and emerging markets with at least 20% of its revenue or profits from emerging markets. The portfolio ranges from 30 to 70 securities and clients typically benchmark the strategy to the MSCI Emerging Markets Index and/or the MSCI All Countries World EE Index.

Small Cap Equity

International Small Cap Equity (ex US) – This strategy invests in developed non-US securities below $3.5 billion in market capitalization. The portfolio ranges from 70 to 120 securities and clients typically benchmark the strategy to the MSCI World ex US Small Cap Index.

Emerging Market Small Cap Equity – This strategy invests in emerging market securities approximately $1.75 billion in market capitalization. The portfolio ranges from 70 to 150 securities and clients typically benchmark the strategy to the MSCI Emerging Markets Small Cap Index.