Investment Strategies · Infinitus Wealth Management
Global Opportunities Equity Strategy
Investment management in Nashville
The Global Opportunities Equity Strategy is designed for investors seeking long-term capital appreciation through investment in high-quality companies across both U.S. and international markets. The strategy emphasizes identifying leading businesses wherever compelling growth opportunities exist, with a focus on companies positioned to benefit from powerful global and regional economic trends.
Strategy designed and managed by Erik James Roberts, MBA — Founder & Chief Investment Officer, Infinitus Wealth Management. Wharton MBA · Fee-only fiduciary.
⎯ Strategy Philosophy
Opportunity Is Not Limited by Geography
We believe market leadership, innovation, and long-term growth potential can emerge in any region. The world's most durable growth stories are written by exceptional companies, not by the countries printed on their incorporation documents — and a serious global equity investing discipline should follow the fundamentals wherever they lead. This strategy focuses on identifying companies with durable competitive advantages, strong business models, and the ability to expand earnings power over time, regardless of where they are headquartered.
By maintaining a flexible geographic approach, the portfolio can adapt to shifting economic dynamics, industry leadership changes, and evolving global growth drivers. When leadership in an industry passes from one region to another — as it has repeatedly across semiconductors, luxury goods, industrial automation, and payments — a fixed regional allocation is forced to watch from its assigned seats. An opportunity-driven mandate can move.
That flexibility is the strategy's defining trait. It is not an "international fund" bolted onto a U.S. portfolio, and it is not a preset formula rebalanced back to regional targets. It is one integrated search for the world's best businesses, conducted company by company.
⎯ Investment Focus
The Companies We Look For, Wherever They Are
Every position begins with company-specific research. The portfolio emphasizes companies that demonstrate leadership positions within their industries, strong and sustainable revenue and earnings growth potential, durable competitive advantages supported by differentiated products, services, or technology, financial strength and the ability to generate consistent cash flow, and exposure to long-term secular growth trends in both developed and emerging markets.
Investments may include U.S.-based companies as well as international businesses that play important roles in global supply chains, innovation ecosystems, and regional economic development. Think of the categories rather than the countries: the toolmakers the entire semiconductor industry depends on, the payment networks knitting together rising consumer economies, the industrial franchises automating factories on three continents, the brands that command loyalty across every border they cross.
What unites the portfolio is not a region — it is a standard. Whether a business is headquartered in the United States, Europe, or Asia, it must clear the same bar: real leadership, durable advantages, financial strength, and a secular trend at its back. Investing in international stocks this way is simply quality investing with a larger opportunity set.
⎯ Portfolio Approach
Exposure Driven by Opportunity, Not a Formula
The strategy is built through disciplined, company-specific research, evaluating business quality, competitive positioning, management execution, financial durability, and long-term growth visibility. Geographic exposure is driven by opportunity and company fundamentals rather than a fixed regional allocation — the flexible structure allows the portfolio to pursue growth where industry leadership and structural tailwinds are strongest.
In practice, that means the research process is the same one applied across every Infinitus equity strategy — only the map is larger. A company earns its place by clearing our quality standard, and its passport is a data point rather than a quota. When the analysis says the best-positioned business in an industry sits in Amsterdam, Tokyo, or Toronto rather than the United States, the mandate allows us to own it directly.
Because every portfolio is separately managed in your own account, construction also reflects your individual circumstances — existing holdings, tax considerations, and personal risk tolerance — rather than forcing your capital into a one-size-fits-all model.
⎯ Risk Perspective
Global Considerations, Managed with Discipline
Global investing introduces additional considerations such as currency movements, regional economic conditions, and regulatory differences. We treat these as factors to be understood and managed, not reasons to stay home. Diversification across countries, industries, and business models is an important component of managing these risks — a portfolio spread across multiple economies and demand drivers is not dependent on any single region's outcome.
The deeper protection, though, is the same one that anchors every Infinitus strategy: quality. The strategy emphasizes high-quality companies with durable fundamentals to support long-term participation in global equity growth. A world-class business with pricing power, real cash flow, and customers on several continents carries its own resilience across currency cycles and policy shifts in a way that a speculative story stock never can.
Honesty still governs the framing: equity investing involves risk, including the potential loss of principal, and international markets can add volatility of their own. What global diversification and quality provide is not immunity — it is a broader foundation of opportunity, held to a single demanding standard.
⎯ The Infinitus Difference
Global Equity Investing, Built from Individual Stocks
Most investors who want global diversification are handed an international fund or a model allocation — a wrapper holding hundreds of companies nobody at the firm has individually researched, with embedded fees, regional quotas, and no say in what is actually owned. We take the opposite approach. Global investing at Infinitus means a focused portfolio of individually selected stocks from around the world, each one researched, understood, and owned for a specific reason, held directly in your own account.
That structure has practical advantages beyond transparency. Because you own the individual securities, tax management happens at the position level — losses can be harvested and gains timed around your circumstances rather than a fund's distribution calendar. Because the portfolio is separately managed, it can be built around what you already hold instead of forcing a liquidation into a model. And because our Founder & Chief Investment Officer makes every decision directly, the person managing your capital is the same person you speak with.
As a fee-only independent fiduciary, we are compensated only by the transparent advisory fee our clients pay us. No commissions, no products, no incentive to put anything in your portfolio except what we believe belongs there.
⎯ Objective
The Goal of the Strategy
To deliver long-term capital appreciation by investing in a diversified portfolio of high-quality, growth-oriented companies across U.S. and international markets — capturing opportunities driven by global innovation, industry leadership, and structural economic trends.
Ultimately, the strategy is a search for the world's best businesses on their merits — companies whose leadership, advantages, and financial strength would earn them a place in the portfolio no matter where they happened to be headquartered.
Within a broader portfolio, Global Opportunities Equity often serves as a diversifying growth allocation. Clients frequently pair it with our Large-Cap Growth Equity or Technology-Focused Growth strategies, or with our dedicated International Equity Strategy for investors who want a purely non-U.S. sleeve alongside their domestic holdings.
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⎯ Getting Started
From First Call to Fully Invested.
01
Discovery Call
A no-pressure conversation about your goals, holdings, and what you want your wealth to do — by phone, video, or in person.
02
Strategy Review
We review your holdings, goals, and risk profile, then share observations on how your portfolio is positioned and where a tailored approach may help.
03
Onboarding
A fully digital onboarding — accounts opened and transfers authorized with a few e-signatures, most holdings moving over exactly as they are.
04
Active Management
We build and manage your portfolio — with ongoing research, tax-aware adjustments, and regular portfolio reviews as markets and your life evolve.
Already working with an advisor? We initiate the transfer with your former firm for you — no awkward phone call on your end — and most accounts move in-kind, exactly as they are. See how switching works →
⎯ Common Questions
Global Opportunities Equity Strategy FAQ
What is the Global Opportunities Equity Strategy? It is an all-equity strategy from Infinitus Wealth Management in Nashville that pursues long-term capital appreciation through high-quality companies across both U.S. and international markets. The portfolio owns individual stocks of leading businesses wherever compelling growth opportunities exist, with a focus on companies positioned to benefit from powerful global and regional economic trends.
How is geographic exposure decided? By opportunity and company fundamentals, not a fixed regional allocation. There are no preset country quotas rebalanced back to targets. Each company earns its place by clearing the same quality standard — industry leadership, durable advantages, financial strength, and secular growth exposure — and the portfolio's geographic mix is simply the result of where those businesses happen to be. That flexibility lets the strategy pursue growth where industry leadership and structural tailwinds are strongest.
Does the portfolio invest in emerging markets? It can. The strategy evaluates opportunities across developed and emerging markets, and holdings may include international businesses that play important roles in global supply chains, innovation ecosystems, and regional economic development. Emerging-market exposure is driven by individual company quality and opportunity — not by a quota — and every holding must meet the same fundamental standard regardless of region.
How does the strategy manage currency and international risks? Global investing introduces considerations such as currency movements, regional economic conditions, and regulatory differences. The strategy manages these primarily through diversification across countries, industries, and business models, and through its emphasis on high-quality companies with durable fundamentals — businesses with pricing power, real cash flow, and customers across multiple economies carry meaningful resilience of their own. These techniques manage risk; they cannot eliminate it.
How is this different from the International Equity Strategy? Scope. The International Equity Strategy focuses specifically on companies outside the United States, for investors who want a dedicated non-U.S. sleeve. Global Opportunities Equity is a single, integrated mandate spanning U.S. and international markets together — one portfolio, one standard, with geography decided by opportunity. Investors sometimes hold one or the other, or both, depending on how they structure their overall allocation.
Can I combine this strategy with other Infinitus strategies? Yes. Most clients don't hold a single strategy in isolation — we frequently combine multiple Infinitus strategies into one cohesive portfolio built around your goals, risk tolerance, and time horizon. This strategy can be paired with more growth-oriented, income-focused, or conservative approaches to balance appreciation, stability, and cash flow in the proportions that fit you. The right blend depends entirely on your circumstances; we determine it together during the strategy review and adjust it over time as your needs change. Because we build everything from individual securities in an account you own, combining strategies is seamless and fully transparent.
What are your advisory fees? Fees are a single transparent percentage of assets under management on a four-tier schedule: 1.00% under $1M, 0.95% from $1M to $4.99M, 0.90% from $5M to $9.99M, and 0.80% at $10M and above. A complimentary financial plan is included.
Who does Infinitus Wealth Management work with? Infinitus serves a diverse range of clients across Nashville and beyond, including high-net-worth individuals and families, business owners and founders, corporate professionals and executives, retired and pre-retirement investors, professional athletes, musicians and entertainers, endowments, foundations and nonprofits, and young professionals building long-term wealth.
How do I get started with Infinitus? Getting started is simple. Schedule a complimentary, no-obligation private portfolio consultation directly with Erik James Roberts, Founder and Chief Investment Officer. We’ll discuss your goals, current portfolio, timeline, and risk tolerance to determine how Infinitus can help you grow and protect your wealth. Contact us at erik.roberts@infinituswealth.com or request your consultation today.
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Disclosure: Infinitus Wealth Management is a registered investment adviser. Registration does not imply a certain level of skill or training. All investments involve risk, including the potential loss of principal. No investment strategy can guarantee returns or eliminate risk, and past performance is not indicative of future results. Advisory services are offered only pursuant to a written advisory agreement.