HJIM International Select

Product Description

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

HJIM International Select’s investment process utilizes a disciplined, bottom-up screening process to identify and select inefficiently priced stocks with market capitalization below $10bn at purchase, 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 HJIM International Select portfolio invest in 50-70 companies that pass our disciplined fundamental and quantitative criteria.

HJIM International Select’s primary performance benchmark is the MSCI-EAFE Index. 

Performance For Period Ending 03/31/20

1st Quarter Year to Date 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception*
Gross
-20.10%
-20.10%
-5.45%
4.05%
4.55%
9.04%
10.38%
8.22%
Net
-20.23%
-20.23%
-6.55%
2.60%
2.90%
7.28%
8.72%
6.69%
MSCI EAFE
-22.72%
-22.72%
-13.92%
-1.33%
-0.13%
2.23%
3.20%
1.16%

*01/2007

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HJIM International Select Henry James International Management
“Summer afternoon—summer afternoon; to me those have always been the two most beautiful words in the English language.”
— Henry James - American-British Author - 1843-1916