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Investment Approach

The Trivalent International Equity strategy’s management team seeks to provide long-term growth of capital in the portfolio by investing primarily in equity securities of companies represented in the MSCI ACWI (All Country World Index) ex USA Index, but also may invest in companies from other countries.

Philosophy & Process

The team selects stocks using a blend of fundamental research and quantitative analysis, focusing on both positive business momentum and favorable valuation. The team uses risk controls to help avoid unintended risk and highlight security selection as a key part of the overall construction of the portfolio. To ensure a diversified geographic portfolio, the strategy invests in a minimum of ten countries. There is no limit on the market capitalization in which the product may invest; therefore, the strategy’s investments may include small-, mid- and large-capitalization companies.

Management Team

Dan LeVan
Dan LeVan

Chief Investment Officer – Trivalent Investments

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 (As of )