INTERNATIONAL EQUITY STRATEGY
INTERNATIONAL EQUITY STRATEGY
The International Equity Strategy aims to generate returns by investing in equities of companies located outside the United States. This strategy helps diversify the portfolio by providing exposure to different economies, industries, and currencies. It can boost returns and reduce risk through the benefits of geographical diversification.
Key Elements of the Strategy:
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Geographic Diversification: International equity investing allows for geographic diversification, spreading risk across different economies and markets. It provides exposure to global growth opportunities, reducing reliance on any single country's economic performance.
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Sector Diversification: This strategy also provides sector diversification, as the dominant industries can vary by country. For instance, an investor might gain exposure to thriving industries that may be underrepresented in their home market.
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Currency Diversification: Investing internationally brings exposure to different currencies. This can be both a risk and a reward. Currency fluctuations can impact returns, but diversification can also provide a hedge against domestic currency depreciation.
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Active Management: Our international equity strategy is implemented actively, selecting individual stocks or sectors or investing in international ETFs.
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Risk Management: International investing involves additional risks, such as political risk, economic risk, currency risk, and regulatory risks. Understanding and managing these risks is crucial. This can be achieved through thorough research, portfolio diversification, and hedging techniques if necessary.
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Macroeconomic Analysis: International investing requires a solid understanding of global macroeconomic factors, including economic indicators, political stability, currency strength, and monetary policy. This understanding helps to identify promising investment destinations and assess potential risks.
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Regular Rebalancing: Given the potential volatility in international markets, regular portfolio rebalancing is critical to maintaining the desired risk-reward balance. This may involve adjusting exposures based on market conditions, economic factors, or individual company performance changes.
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Local Market Understanding: Successful international investing requires an understanding of local market dynamics, cultural nuances, business practices, and regulatory environment.
Summary: The International Equity Strategy seeks to capitalize on growth opportunities in global markets and provide portfolio diversification. While potentially rewarding, it requires a thorough understanding of the complexities and risks involved in investing across borders.
Strategies Overview
At Infinitus Wealth Management, we deliver personalized wealth management strategies that align with your specific financial objectives and individual risk tolerance. Our approach is grounded in a thorough understanding of global financial markets and consistent research, allowing us to construct diverse, resilient, and custom portfolios intended to withstand market volatility while pursuing attractive returns.
We build custom portfolios and offer multiple investment strategies to meet our clients' unique investment goals. We actively manage several US equity, international equity, fixed income, tax-exempt fixed income, and blended strategies ranging from large-cap to small-cap equity and income-generating strategies.
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Asset Allocation: Our investment strategy starts with asset allocation, which we consider the most vital determinant of portfolio returns and risk management. We create a balanced mix of various asset classes, such as equities, fixed income, cash, real estate, and alternatives. The blend is customized to your risk appetite, financial objectives, and investment time horizon.
Diversification: We adhere to the principle of diversification among asset classes and within each asset class. By spreading investments across various sectors, geographic locations, and market capitalizations, we aim to mitigate risk potential.
Risk Management: Risk assessment forms a crucial part of our investment strategy. We continuously monitor and adjust portfolios to manage exposure to market risks. By utilizing advanced risk management techniques and tools, we ensure your portfolio aligns with your personal risk tolerance and long-term objectives.
Tactical Asset Allocation: We go beyond a static allocation approach by employing tactical asset allocation strategies. Our investment team actively adjusts the asset mix in response to short-term market predictions to exploit market inefficiencies or seize new opportunities while maintaining a balance with the strategic asset allocation targets.
Tax-Efficient Investing: Our strategies consider the impact of taxes on your investment returns. We aim to maximize after-tax returns through strategies like tax-loss harvesting, holding investments longer for favorable long-term capital gain rates, and strategically placing investments in tax-advantaged accounts.
Regular Portfolio Review and Rebalancing: Investment is not a one-time action but a dynamic process that requires ongoing oversight. We conduct regular reviews of your portfolio to ensure it remains in line with your goals and risk tolerance. Rebalancing, when necessary, helps maintain the desired level of risk and return.
At Infinitus Wealth Management, we understand that every client's investment journey is unique. As such, we don't offer a one-size-fits-all strategy but instead customize each portfolio to suit your individual needs and preferences. Our team is committed to working closely with you, providing the guidance and resources necessary to navigate the complex world of investing and to help your wealth grow and persevere over time.