01
Access to underfollowed companies
Europe, Japan, and Asia draw far less attention from analysts and institutional investors than U.S. large caps. This lighter coverage creates an environment far more suited to in-depth fundamental research.
02
More compelling valuations
Far removed from the concentration and elevated multiples of a handful of US mega-caps.
03
True diversification
International markets follow distinct economic, monetary, and sector cycles. This dampens reliance on any single market, currency, or cycle.
64%
outside the U.S.
United States
36 %Europe
29 %United Kingdom
17 %Japan, China, and Canada
18 %Model portfolio geographic allocation as of August 31, 2026; individual client holdings may vary.
