Strategy Inception: 1997
Assets Under Management
International Equity portfolios are available through separately managed accounts, mutual funds and investment research models for UMA platforms.
Eagle is a sub-advisor for two mutual funds for The Timothy Plan:
Timothy Plan International Equity Fund
Timothy Plan Israel Common Values Fund
Eagle believes investments in international large-capitalization growth stocks can provide investors with attractive long-term, risk-adjusted returns. The strategy targets high quality developed and emerging market companies in 20-25 countries with consistent earnings growth, cash flows and returns on equity. Eagle also favors strong management teams who reward patient investors with above market returns, while limiting risk over the long-term. Eagle’s disciplined investment process incorporates both top-down and bottom-up elements to identify companies with strong fundamentals, improving growth prospects and attractive valuations. Risk is controlled by investing in financially secure companies, country and sector diversification and limiting position sizes.
Sustainable Growth At The Right Price
2% Per Annum Excess Return Above
MSCI EAFE Index Over Market Cycle
Companies With Global Scale
~25% of portfolios invested in companies with market caps of $2B-$10B
~75% of portfolios invested in companies with market caps greater than $10B
Industry leaders that possess sustainable competitive advantages
Allocations driven primarily by stock selection – 45 to 60 holdings
Flexibility to under/over-weight countries and sectors; up to 35% in non-MSCI EAFE securities
Low turnover – 25%-30% annually
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