Investment Strategies · Infinitus Wealth Management
International Equity Strategy
Investment management in Nashville
The International Equity Strategy provides global equity exposure for investors seeking long-term capital appreciation through investments exclusively outside the United States. The portfolio holds individually selected, high-quality companies across developed and emerging markets — businesses with durable competitive advantages, strong growth potential, and the ability to benefit from regional and global economic trends.
Strategy designed and managed by Erik James Roberts, MBA — Founder & Chief Investment Officer, Infinitus Wealth Management. Wharton MBA · Fee-only fiduciary.
⎯ Strategy Overview
International Equity Investing
Roughly half of the world's equity opportunity sits outside the United States, and in many industries the global leader is headquartered abroad — in European luxury and pharmaceuticals, Asian semiconductors, and consumer franchises serving billions of customers across emerging economies. A portfolio confined to one country simply cannot own them.
The International Equity Strategy exists to capture that opportunity with the same discipline we apply everywhere else: individually selected stocks, chosen through company-specific research and held directly in an account you own — never international index funds or regional model allocations. As a Nashville-based registered investment adviser, we construct internationally diversified portfolios focused on high-quality companies across developed and emerging markets. Through disciplined research and structured portfolio construction, the objective is long-term capital growth supported by geographic diversification and thoughtful risk management.
⎯ Strategy Philosophy
Companies First, Countries Second
We do not begin with a map. We begin with businesses — and the strategy's geographic mix is simply the result of where the best ones happen to be headquartered. Country and regional exposure are driven by opportunity and fundamentals rather than fixed allocations — no preset country quotas, no obligation to own a market just because an index does.
The businesses we seek share a profile that transcends borders: durable competitive advantages, differentiated products or services, financial strength, and exposure to long-term structural growth trends across global regions. Where a company is domiciled matters far less than the durability of its economics.
Every holding is selected through disciplined, company-specific research focused on business quality, competitive positioning, management execution, and long-term earnings visibility — the same research standard applied across every Infinitus strategy.
⎯ Investment Focus
What the Strategy Looks For in an International Company
The portfolio emphasizes international companies that demonstrate:
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Leadership positions within their industries — dominant or expanding market share.
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Strong and sustainable revenue and earnings growth potential — supported by the business, not a single cycle.
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Durable competitive advantages and differentiated products or services — moats that hold up across borders.
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Financial strength and consistent cash flow generation — built to reinvest, endure, and compound.
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Exposure to long-term structural growth trends across global regions — rising consumption, innovation, and industry transformation.
Investments may span developed and emerging markets, selected on company quality and growth prospects rather than geography for its own sake.
⎯ Portfolio Approach
Disciplined, Company-Specific Research Across Borders
The strategy is built the way an equity research analyst evaluates a business: one company at a time. Research focuses on business quality, competitive positioning, management execution, and long-term earnings visibility — with the added dimensions international investing demands, from governance standards to the currencies in which a company earns and reports.
Positions are monitored continuously and the portfolio is actively managed as fundamentals, valuations, and regional conditions evolve. Because exposure follows opportunity rather than quotas, the portfolio can concentrate where leadership and structural tailwinds are strongest.
⎯ Risk Perspective
Global Considerations, Managed Through Quality and Breadth
International investing involves additional considerations beyond those of domestic equities:
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Currency movements — exchange rates can add to or detract from returns in U.S. dollar terms.
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Regional economic conditions — growth, inflation, and rate cycles differ across economies.
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Political developments — elections, policy shifts, and geopolitics affect markets differently by region.
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Regulatory differences — disclosure, governance, and shareholder protections vary by jurisdiction.
The strategy seeks to manage these risks through diversification across countries, industries, and business models, along with an emphasis on high-quality companies. Breadth across many economies means no single government, currency, or rate cycle dominates the portfolio.
⎯ The Infinitus Difference
International Investing, Built from Individual Stocks
Most investors who want international exposure are handed an index fund or a regional model — a wrapper holding hundreds of companies nobody at the firm has individually researched, with embedded fees, country quotas, and no say in what is actually owned. We take the opposite approach: 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.
Because you own the individual securities, tax management happens at the position level — losses harvested and gains timed around your circumstances rather than a fund's distribution calendar. 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 international companies positioned to benefit from regional growth, industry leadership, and structural economic trends.
Ultimately, the strategy is a search for the world's best businesses beyond U.S. borders — companies whose leadership, advantages, and financial strength would earn them a place in any portfolio.
Within a broader portfolio, International Equity typically serves as a dedicated non-U.S. sleeve alongside domestic holdings. Clients frequently pair it with our Large-Cap Growth Equity or Balanced Growth Equity strategies — or choose our Global Opportunities Equity Strategy when they want U.S. and international leaders combined in a single mandate.
⎯ Getting Started
From First Call to Fully Invested.
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Discovery Call
A no-pressure conversation about your goals, holdings, and what you want your wealth to do — by phone, video, or in person.
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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.
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Onboarding
A fully digital onboarding — accounts opened and transfers authorized with a few e-signatures, most holdings moving over exactly as they are.
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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 →
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⎯ Common Questions
International Equity Strategy FAQ
What is the International Equity Strategy? It is an all-equity strategy from Infinitus Wealth Management in Nashville that invests exclusively outside the United States, pursuing long-term capital appreciation through high-quality companies across developed and emerging markets. The portfolio owns individual stocks of businesses with durable competitive advantages, strong growth potential, and exposure to regional and global economic trends — selected through company-specific research, never through index funds or regional models.
How is this different from the Global Opportunities Equity Strategy? Scope. The International Equity Strategy invests exclusively outside the United States — it is the dedicated non-U.S. sleeve, typically paired with domestic Infinitus strategies. The Global Opportunities Equity Strategy holds both U.S. and international companies in a single mandate. Investors with substantial U.S. exposure often choose International Equity; those who want one globally unconstrained portfolio choose Global Opportunities.
How is geographic exposure decided? By opportunity and company fundamentals, not fixed allocations. 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 growth visibility — and the portfolio's country and regional mix is simply the result of where those businesses happen to be.
Does the portfolio invest in emerging markets? Yes, selectively. Investments may span developed and emerging markets. 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 where it is domiciled.
How does the strategy address currency risk? Exchange rates can add to or detract from returns in U.S. dollar terms over any period. The strategy addresses this primarily through breadth: diversification across many currencies and economies prevents any single exchange rate from dominating results, and many holdings are global businesses earning revenue in multiple currencies, which naturally moderates the impact of any one. Currency exposure is evaluated as part of company-level research.
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.
Why add international exposure to a portfolio? Because opportunity and diversification both live abroad. International markets move on different economic cycles, rate environments, and valuations than U.S. markets, which can broaden a portfolio's sources of return. For investors whose wealth is already concentrated in U.S. assets — home, career, and portfolio alike — a dedicated international sleeve adds a dimension of diversification that domestic holdings cannot.
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.