HJIM International Large Cap 

Product Description

This HJIM product is a core large capitalization international equity portfolio designed for aggressive investors who seek to achieve long term capital appreciation. The strategy invests in international markets through the use of ordinaries, sponsored and unsponsored foreign listed securities and American Depository Receipts (ADRs). 

The HJIM International Large Cap investment process is a disciplined, bottom-up, screening system designed to identify and select inefficiently priced stocks with superior return versus risk characteristics. This is combined with quarterly, top-down country rebalancing through which our management team over weights highly ranked countries and under weights lower ranked countries according to our proprietary system. Each company is reviewed both qualitatively and quantitatively before inclusion in the portfolio. Typically the portfolio invests in 50 to 70 companies that pass our disciplined fundamental and quantitative criteria. 

The primary performance benchmark is the MSCI-EAFE Index.  

Performance For Period Ending 03/31/2020

1st Quarter Year to Date 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception*
Gross
-18.77%
-18.77%
-3.89%
3.22%
3.14%
4.92%
5.71%
4.49%
Net
-18.79%
-18.79%
-4.32%
2.76%
2.68%
4.41%
5.15%
3.87%
MSCI EAFE
-22.72%
-22.72%
-13.92%
-1.33%
-0.13%
2.23%
3.20%
2.41%

*01/2000

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HJIM International Large Cap Henry James International Management
“She had an immense curiosity about life, and was constantly staring and wondering.”
— Henry James - American-British Author - 1843-1916