Improved Risk-Adjusted Return
Less correlation exists between U.S. and international stocks. A mix of domestic and international holdings have the potential to improve the overall risk-adjusted return of an investor’s portfolio.
Source: Morningstar. Five-year correlation of international markets to the U.S. markets as of 12/31/2018. Measured by MSCI EAFE vs. S&P 500.
U.S. vs International Performance
The U.S. has outperformed the world this decade. Given the market’s tendencies for mean reversion, international stocks appear poised to undergo a period of outperformance vs. their U.S. counterparts.
Source: Morningstar. Rolling three-year performance for the S&P 500 versus the MSCI EAFE Index.
Opportunities exist in all corners of the Globe
Taking advantage of these prospects requires a seasoned manager with an extensive track record of investing in foreign markets. Learn more about the Cambiar International strategies and how they can fit into your asset allocation.
Product Name | Geography | Category | Holdings Range | Avg. Security Weighting | Market Cap Range |
---|---|---|---|---|---|
International
|
International Equity
|
40-50
|
2.25%
|
>$5B
|
|
International
|
International Equity
|
40-50
|
2.25%
|
>$5B
|
|
International
|
International Small Cap
|
40-50
|
2.25%
|
$500MM-$5B
|
|
Global
|
Global Equity
|
45-55
|
2%
|
>$5B
|