The Smith Group International Large Cap strategy celebrated its 3 Year Anniversary as a stand-alone strategy on Nov. 30, 2017. Since its inception, the strategy has returned +13.0% annualized beating the +5.7% for the MSCI All-Country World Index ex-U.S. by +7.3%.

Smith Group has more than 10 years of experience managing non-US equity portfolios. The strategy continues to deliver exceptional unexpected earnings growth with reasonable valuations. Here are some additional highlights:

  • Since inception top decile peer ranks on most risk/return metrics
  • 9 of 11 calendar quarters outpacing the benchmark
  • Outperformance in both up and down markets
  • Value-added through stock selection v. region or sector tilts

The strategy fact sheet contains strategy facts and overview, performance, risk/return characteristics and fundamental characteristics. To learn more about the strategy, click below.