Henry James International Management

Henry James International Management, Inc. provides specialized strategies for international, global, and foreign investments. Our strategies focus on selecting globally based investment instruments as part of a diversified portfolio. Such diversified portfolios strive to minimize risk by investing among foreign companies and markets. Our investments endeavor to emphasize growth in developed and emerging markets.

Our Chief Investment Officer, James O’Leary (CFA), has over 30 years experience in the investment management arena and has been managing International portfolios since 1999.

Performance

Henry James International Management understands that growth is global. Our investment strategies strive to control risk and to maximize growth through our actively managed investments in international, global, and foreign markets.

Please note: Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Past performance is no guarantee of future results.

Investment Philosophy

Henry James International Management is a boutique international equity manager with an entrepreneurial spirit. We follow a high-conviction investment philosophy that combines a bottom-up quantitative and fundamental analysis system with a top-down risk mitigating country allocation system. This system along with a targeted beta can provide downside protection. Recognizing the importance of downside protection, we target each product’s beta to the market’s risk profile.

The bottom-up stock selection process starts with identifying the best candidates with a Risk Reward Ratio, followed by an adaptive model that points to the fundamentals that do best in the current market environment followed by intense analysis prior to inclusion in the portfolio.

The final step overlays our top down risk mitigating country allocation approach seeking to overweight countries whose current natural competitive advantages, along with their economic and political conditions, are reflected in our analyses and portfolio construction processes.

Products

Henry James International Portfolio

The Henry James International Portfolio is a large capitalization international portfolio; it takes advantage of the international economy while seeking long-term capital appreciation. The investment process is an objective, bottom-up, quantitative screening process designed to identify and select inefficiently priced international stocks with beneficial return versus risk characteristics. This is combined with quarterly, top-down risk mitigating country allocation system rebalancing, in which the management team over weights highly ranked countries and under weights lower ranked countries. Typically, the portfolio invests in 50 to 70 stocks that pass our disciplined fundamental and quantitative criteria. The primary performance benchmark is the MSCI-EAFE.

Henry James International Select Portfolio

The Henry James International Select Portfolio is a high conviction SMID Capitalization, at purchase, international core portfolio. The investment process is an objective, bottom-up, quantitative screening process designed to identify and select inefficiently priced international stocks, under $10 billion, with beneficial return versus risk characteristics. This is combined with quarterly, top-down risk mitigating country allocation system rebalancing, in which the management team over weights highly ranked countries and under weights lower ranked countries. Typically, the portfolio invests in 50 to 70 stocks that pass our disciplined fundamental and quantitative criteria and we let our winners run. The primary performance benchmark is the MSCI-EAFE.

Henry James Emerging Markets Portfolio

The investment process is an objective, bottom-up, quantitative screening process designed to identify and select inefficiently priced international stocks, with beneficial return versus risk characteristics. This is combined with quarterly, top-down risk mitigating country allocation system rebalancing, in which the portfolio management team over weights highly ranked countries and under weights lower ranked countries. Typically, the portfolio invests in 50 to 70 stocks that pass our disciplined fundamental and quantitative criteria and we let our winners run. The primary performance benchmark is the MSCI Emerging Markets Index.

Contact Henry James International Management

Henry James International Management

274 Madison Avenue, Suite 1102

New York, NY

10016

Telephone: (917) 261-7724

Email: info@hj-intl.com