INVESTMENT PORTFOLIOS

 

International Equity Income

Our International Equity Income strategy consists of 50-70 dividend-paying stocks from countries across the globe, excluding the United States, and representing a wide range of sectors and industries. Portfolio manager Bryant Evans focuses on overweighting countries and regions with relatively strong economies while also overweighting industries and sectors that are expected to do well in the near-term economic environment. Buy and sell decisions are based on changes in the world economies and fundamental, company-level research. International Equity Income fits the large-cap value investment style and strives for better risk-adjusted returns than its benchmarks the FTSE ex-US and BONY ADR indexes.

There are special risks associated with international investing, including currency fluctuations, political and economic uncertainty, foreign taxation, and different account standards, as outlined in the current prospectus.

It is not possible to invest directly in an index.

For more information please contact us for a full GIPS® Disclosure Presentation or contact Bryant Evans, MBA.