For many investors, a globally diversified portfolio makes sense as part of their investment plan. Within this field, international money manager Cambiar Investors' International Equity ADR strategy combines a deep level of focus and experience in international stocks, and it has demonstrated the ability to deliver positive results over time.
WrapManager included it on our “Top Equity Money Manager Picks for 2014” list, and Investment Advisor Magazine awarded Cambiar and the strategy a “2012 SMA Money Manager of the Year [Award] for International Equity.”
To request more information about this strategy, please call one of our Wealth Managers at 1-800-541-7774 or click here.
International Equities Can Provide Diversification and Opportunity to Your Portfolio
The United States contributes about 25% to total world GDP. That means that 75% of the world’s growth is happening outside of the US!1
This is a clear indication that significant investment opportunities exist overseas, and seeking them out can provide your portfolio with additional diversification and the potential for better returns. Notice in the chart below how from time to time international stocks (represented in this case by the MSCI EAFE) are some of the best performers out of all the categories listed.
Asset Class Returns
(Click chart for larger image)
Source: JP Morgan Asset Management. Russell, MSCI, Dow Jones, Standard & Poor’s, Credit Suisse, Barclays Capital, NAREIT, FactSet, J.P. Morgan Asset Management.The “Asset Allocation” portfolio assumes the following weights: 25% in the S&P 500, 10% in the Russell 2000, 15% in the MSCI EAFE, 5% in the MSCI EME, 25% in the Barclays Capital Aggregate, 5% in the Barclays 1-3m Treasury, 5% in the CS/Tremont Equity Market Neutral Index, 5% in the DJ UBS Commodity Index and 5% in the NAREIT Equity REIT Index. Balanced portfolio assumes annual rebalancing. All data represents total return for stated period. Past performance is not indicative of future returns. Data are as of 3/31/14, except for the CS/Tremont Equity Market Neutral Index, which reflects data through 2/28/14. “10-yrs” returns represent period of 1/1/04 – 12/31/13 showing both cumulative (Cum.) and annualized (Ann.) over the period. Please see disclosure page at end for index definitions. *Market Neutral returns include estimates found in disclosures. Guide to the Markets – U.S. Data are as of 3/31/14.
There are many benefits to investing internationally, and it’s important to hire a money manager that understands the complexities and challenges involved with investing internationally. We believe Cambiar Investors has necessary resources and expertise to do the job.
The Cambiar Investors Global Research Team: Investing with Experience
The Cambiar Investors global investment team averages 18 years’ experience, with each dedicated to a specific sector.
As portfolio manager Jennifer Dunne states, “[we] are all sector specialists. We don’t rotate; we stay focused on our areas of expertise, which translates to a tremendous amount of trust when it comes to the insight and recommendations we offer.”
The team looks for high-quality companies, a quality and experienced management team and low amounts of debt. Cambiar feels that the last point kept them out of the problems that hurt many of their competitors in the past few years.2
Learn More About the Cambiar International Equity ADR Strategy
Having an international component as part of an investment portfolio can make a lot of sense and Cambiar’s International Equity ADR Strategy is a good candidate to consider hiring.
If you’d like to learn more about the Cambiar strategy or would like one of our Wealth Managers to evaluate your current situation and portfolio to see if it could make sense for you, click here or give us a call today at 1-800-541-7774 today. We’ll help you get the information you need.
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Strategy descriptions listed represent a brief outline of the portfolio’s objective. There is no guarantee that any manager or product will be successful in achieving the objective described. The strategy used by the money manager listed is not suitable for all investors. This material does not represent a personalized recommendation and does not reflect individual investor’s risk and return goals nor does it serve as the receipt of, or a substitute for, personalized advice from WrapManager, Inc. or any other investment professional.
