Objective

The International Equity Strategy seeks dynamic growth by concentrating its investments in non-US developed markets as well as investments deriving significant revenues or growth from non-US markets, and may also invest in companies located in the emerging markets.

All-cap growth portfolios

  • 50-80 holdings
  • Position sizes limited to 5%
  • Maximum weighting guidelines:*
    • Sectors: 0% – 40%
    • Countries: 0% – 30%
    • Emerging Markets: limited to the greater of 30% or 1.5x the index

Dynamism factors

  • Leading dynamic indicators influencing individual stocks
  • Earnings dispersion
  • Earnings revisions
  • Analyst upgrades
  • Valuation
  • Earnings growth

Company position factors

  • Market capitalization
  • Competitive position
  • Daily liquidity
  • Index inclusion
  • Volatility
  • Country rating

Manage and adjust

  • Continuous monitoring of investment thesis and expectations
  • Adjust position size based on new data flows and re-ranks of position
  • Expected holding period: 12-24 months
*Exceptions: Financials sector 0%-50%; Japan and the UK 0%-45%
For informational purposes only. Strategy objectives and allocations are subject to change. Please see Investment Disclosures for important information regarding Axiom products and strategies.