International Growth and Income
A large-cap strategy focused on investing in international stocks with the potential for capital appreciation and current income.
We take a bottom-up approach seeking quality, dividend-paying companies that are exposed to, and able to monetize durable, secular growth trends. We are patient, long-term investors focused on identifying companies that can sustain their returns on invested capital and return cash to shareholders. The result is a low-turnover portfolio of 50-80 quality stocks, balancing current yield, growth and sustainability of cash returns.
Robert Dunphy, CFA
Robert Dunphy, CFA, serves as co-portfolio manager of the International Growth strategy. Previously, Mr. Dunphy served as an analyst on the strategy for seven years.