Scout Investments
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Total Strategy Assets
as of 3/31/2018

$246.12M

Benchmark

MSCI EAFE Index

Inception Date

12.31.03

Investment Objective

The goal of the International Equity ADR Strategy is to consistently deliver relative outperformance over a full market cycle (three to five years) with less than commensurate risk.

Philosophy

We believe superior, risk-adjusted relative performance can be achieved through long-term ownership of a diversified portfolio of typically 65 to 85 securities that represent industry-leading companies with sustainable competitive advantages.

Investment Process

Top-down analysis:

  • Macro perspective: The team conducts a global analysis of prevailing economic, market and political conditions to identify countries with favorable long-term growth themes.

Bottom-up approach:

  • Fundamental analysis: The team identifies industry leading companies with dominant market share, sustainable competitive advantages, product or cost structure advantages, low debt, sound liquidity, a strong capital position, sustainable sales and revenue growth.
  • Country selection criteria: We invest in countries with a bias toward regions with characteristics that include political stability and general economic freedom.

Portfolio Managers


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