Home      About Us      Contact Us    
   

INTERNATIONAL INTRINSIC EQUITY

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


 

INTERNATIONAL INTRINSIC EQUITY ADR-ONLY 

Our International Intrinsic Equity ADR-Only strategy is managed with the same investment philosophy, process and team as our International Intrinsic Equity strategy, while restricting investments to companies with American Depository Receipts (ADRs).  Our approach results in both strategies having significant similarities in companies, country allocation and sector exposure.  Since the inception of our ADR-Only strategy, the difference in cumulative performance between both strategies has been minimal.

International Intrinsic Equity ADR-Only Performance      

 
Home | About Us | Large Cap | Global | International | Small CapSMID Cap | Investors | Publications | Contact Us | Privacy Policy

© Metropolitan West Capital Management, LLC
610 Newport Center Drive • Suite 1000 • Newport Beach, California 92660
949.718.9701 • 949.718.9122 fax