The Trivalent International Small-Capitalization Equity strategy is focused on identifying what the team believes are the most attractive candidates among non-U.S. companies in developed markets through a combination of quantitative and fundamental analysis. Characteristics sought include: improving and sustainable business momentum, positive earnings surprises, and attractive valuations.
Philosophy & Process
The Trivalent International Team believes stock selection is the most reliable and consistent source of alpha. The team implements this philosophy by purchasing companies exhibiting positive business momentum at attractive valuations relative to sector/peer groups and by minimizing risk associated with country and sector allocation through tight benchmark-relative risk controls. This philosophy focuses the team’s efforts on security selection. The goal is to create a broadly diversified portfolio of securities from the countries represented in the S&P Developed ex-U.S. SmallCap Index.