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Investment Objective

Maximum long-term return consistent with reasonable risk to principal.

Our discipline is to create and consistently maintain a strategy with favorable attributes relative to the benchmark index utilizing unique stock ranking models for each sector and region, downside risk screens and leading industry group and region indicators.

Key Tenets of Our Approach

Key 1

Proprietary, multi-factor stock selection models for each sector and region

Key 2

Downside risk screens (e.g. earnings surprise indicators, quality of earnings)

Key 3

Leading industry group and region indicators, integrating top-down and bottom-up metrics

Universe

  • MSCI World, ex. U.S.

  Benchmark

  • MSCI World, ex. U.S.

  Operating Target

  • Typically 70-120 holdings
  • Existing position maximum:  Typically, 70-120 holdings
  • Existing position maximum: 3% for any security
  • Fully invested: Typically <1% cash 3% for any security

Limiting Exposure

  • Sector: +/– 3% vs. the benchmark
  • Industry group targets: +/– 2% vs. the benchmark
  • Region: +/– 3% vs. the benchmark

The MSCI World ex US Index is a free float-adjusted market capitalization index that is designed to measure the equity market performance of developed markets, excluding the US. The MSCI World ex US Index consists of the following 22 developed market country indices: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, and the United Kingdom. The Index is unmanaged.

One cannot invest directly in an index.

This website is for informational purposes only. GIM products are actively managed and their characteristics will vary. All investment has risk, including the risk of loss of principal. There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful. An investor should consider investment objectives, risks, charges and expenses carefully before investing. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.