OBJECTIVE: The International Equity Strategy seeks long-term capital appreciation consistent with preservation of capital. Generating current income is a secondary goal.


The Sarofim International Equity Strategy seeks to invest in the stocks of high-quality international companies with large market capitalizations and does not seek specific geographic exposures. Stock selection is primarily driven by the assessment of a company’s total return potential over a three-to-five-year investment horizon, which results in low portfolio turnover and is typically tax efficient for taxable investors.