Our International Intrinsic Equity portfolios draw from a universe of established companies in international equity markets. These firms typically have market capitalizations in excess of $2 billion.
A disciplined, research-intensive process results in the selection of approximately 40 of those companies for client portfolios. Institutional client portfolios generally hold a combination of ordinary shares of stocks as well as depository receipts (U.S. exchange-listed securities that represent equity ownership interest in a non-U.S. company).
Since its inception in 1996, MetWest Capital's International Intrinsic Equity strategy has delivered attractive returns for individual and institutional investors with significant outperformance in down markets. | | | Objective:
Achieve superior long-term returns versus the MSCI EAFE Index and competing international equity managers with less than market risk.
"Our global perspective
ensures our domestic strategy decisions influence our international strategy and vice versa."
Brian J. O'Sullivan
Managing Director
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