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Overview

The International Equity Strategy is designed for investors seeking long-term capital appreciation through investment exclusively in companies outside the United States. The strategy focuses on identifying high-quality international businesses with strong growth potential, competitive advantages, and the ability to benefit from regional and global economic trends.

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Strategy Philosophy

We believe international markets offer a diverse range of companies, industries, and economic drivers that can enhance portfolio opportunity sets. Businesses outside the U.S. often operate in different regulatory environments, demographic trends, and growth cycles, creating unique investment prospects.

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The strategy emphasizes identifying companies with strong fundamentals, durable business models, and the ability to expand earnings over time within their respective markets.

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Investment Focus

The portfolio emphasizes international companies that demonstrate:

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• Leadership positions within their industries

• Strong and sustainable revenue and earnings growth potential

• Durable competitive advantages and differentiated products or services

• Financial strength and consistent cash flow generation

• Exposure to long-term structural growth trends across global regions

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Investments may span developed and emerging markets, selected based on company quality and growth prospects.

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Portfolio Approach

The strategy is built through disciplined, company-specific research focused on business quality, competitive positioning, management execution, and long-term earnings visibility. Country and regional exposure are driven by opportunity and fundamentals rather than fixed allocations.

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Risk Perspective

International investing involves additional considerations such as currency movements, regional economic conditions, political developments, and regulatory differences. The strategy seeks to manage these risks through diversification across countries, industries, and business models, along with an emphasis on high-quality companies.

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Objective

To deliver long-term capital appreciation by investing in a diversified portfolio of high-quality international companies positioned to benefit from regional growth, industry leadership, and structural economic trends.