The objective of our International Developed Equities (EAFE) Strategy is to outperform the MSCI EAFE Equity Index by investing in highly-liquid international developed market country and sector indices. The strategy is best described as a discretionary global macro approach to International developed markets using a deep value tilt, and combining a top-down macro approach with a quantitative bottom-up approach.
The strategy is implemented using entirely large liquid US listed country & sector ETFs and ADRs. The strategy is a pure long-only strategy that does not utilize any shorts or leverage (explicit or implicit).
Our International Developed Equities (EAFE) Strategy is offered on the SMA platform of TD Ameritrade (single contract).
Please click here to learn more about our Investment Process.