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.