International ADRs with market capitalizations of more than $4 billion
27-years strategy longevity
18-member seasoned, multinational and multilingual team
Investments in international, global, regional and emerging markets in over 40 countries
Our investment philosophy is built around these core principles: bottom-up stock selection, active management and a long-term investment horizon. We believe companies with strong earnings, quality and valuation (EQV) characteristics may deliver long-term success.
Sustainable earnings growth over a full investment cycle is a key driver of a company's stock price
Companies with efficient capital allocation create long-term value
Companies with underappreciated growth prospects provide relatively attractive risk/reward opportunities
Our disciplined investment process focuses on idea generation, fundamental research and portfolio construction.