International Equity

Batterymarch's International Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank an investable universe of approximately 2,600 liquid stocks daily. Our portfolios are well diversified and style neutral, with moderate active bets versus the benchmark. We seek to outperform across a range of market environments and add value in both up and down markets.

Quick Facts:

Inception Date: June 1983

Benchmark: MSCI EAFE Standard Index (Net Dividends)

Number of Holdings: 190 - 220

Expected Annual Turnover: 110 - 140%

Historical Tracking Error: 2 - 4%

Performance Objective (Gross of Fees): Benchmark + 2% over a market cycle