For Financial Professionals in the US

Overseas ADR Managed Account

Invests in select international companies across market-cap and style spectrum where we believe the market underestimates free-cash-flow growth

Overview

ABOUT THIS PORTFOLIO

An international equity portfolio seeking to grow capital by investing with conviction in companies outside the U.S. where the portfolio managers believe the market underestimates free-cash-flow growth. The Portfolio considers both growth and value criteria as it seeks to deliver strong, risk-adjusted returns over the long term, regardless of prevailing market conditions.

WHY INVEST

  • High-conviction, best ideas: International stock portfolio with no persistent style bias.
  • Independent & Uncorrelated Insights: An investment strategy seeking to capitalize on the dislocation between market expectations and our assessment of free-cash-flow growth.
  • Disciplined Portfolio Construction: The integration of traditional investment analysis, behavioural finance and a multi-dimensional view of portfolio construction.

PORTFOLIO MANAGEMENT

George P. Maris, CFA

Head of Equities – Americas | Portfolio Manager

Industry since 1998. Joined Firm in 2011.

Julian McManus

Portfolio Manager | Research Analyst

Industry since 1994. Joined Firm in 2004.

Documents