International Equity

In seeking to pursue its investment objective, the portfolio is designed to provide exposure to high quality international companies outside the United States that consistently generate shareholder wealth, while trading at attractive multiples. This strategy is based on a proprietary multi-factor quantitative model.

• Monday, March 2nd, 2026
• Monday, June 1st, 2026
• Tuesday, September 1st, 2026

• Target long term capital appreciation among International Equities (ex-US).
• Consistently deliver performance over the MSCI ACWI Ex US Total Return Index.
• Maximize tax efficiency by having a low portfolio turnover ratio.

You have a reasonable investment time horizon (over 5 years) and a medium to high risk tolerance. Consider this strategy if you are seeking an equity strategy that provides diversified international exposure outside the United States, focused on generating alpha across global developed and emerging markets.