Composite Inception | 5/31/12 |
Strategy AUM | $6.1 Billion as of 3/31/25 |
Benchmark | MSCI All Country World Index (ex US) |
Holdings Range | Typically 35 – 45 |
Avg. Position Size | 1 – 4% of portfolio |
Active Share | Typically >90% |
Cash | <5% |
Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.
International Equity Opportunities portfolios are managed by two portfolio managers. The strategy has access to 27 sector research analysts, many of whom are global sector specialists who also work on other equity strategies. In addition, the strategy has two dedicated emerging markets research analysts.
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