Institutional strategies with a global focus

Strategic Global Advisors’ International Equity strategy seeks to provide long term growth of capital by investing directly in foreign stocks primarily on foreign exchanges. This strategy may represent the core of an investor’s international portfolio. SGA invests in equity securities diversified across a broad number of sectors in more than 20 countries. SGA’s investment process combines sophisticated quantitative methods and a fundamental overlay with the objective of delivering excess returns relative to the MSCI EAFE Net Index.

Strategic Global Advisors’ International ADR strategy seeks to provide long term growth of capital by investing in stocks of foreign companies traded in the U.S., primarily as American Depository Receipts (ADRs). This strategy may represent the core of an investor’s international portfolio. SGA invests in equity securities diversified across a broad number of sectors in more than 20 countries. SGA’s investment process combines sophisticated quantitative methods and a fundamental overlay with the objective of delivering excess returns relative to the MSCI EAFE Net Index.

Strategic Global Advisors’ International ACWI ex-U.S. Equity strategy seeks to provide long term growth of capital by investing directly in foreign stocks primarily on the foreign exchanges. This strategy may represent the core of an investor’s international portfolio. SGA invests in equity securities diversified across a broad number of sectors in more than 20 countries. SGA’s investment process combines sophisticated quantitative methods and a fundamental overlay with the objective of delivering excess returns relative to the MSCI ACWI ex USA Net Index.

Strategic Global Advisors’ International World ex-U.S. Equity strategy seeks to provide long term growth of capital by investing directly in foreign stocks primarily on foreign exchanges. This strategy may represent the core of an investor’s international portfolio. SGA invests in equity securities diversified across a broad number of sectors in more than 20 countries. SGA’s investment process combines sophisticated quantitative methods and a fundamental overlay with the objective of delivering excess returns relative to the MSCI World ex USA Net Index.

Strategic Global Advisors’ International Small Cap Equity strategy seeks to provide long-term growth of capital by investing directly in foreign stocks primarily on the foreign exchanges. The portfolio is invested in 120+ securities diversified across a broad number of sectors in more than 20 countries. SGA’s investment process combines sophisticated quantitative methods and a fundamental overlay with the objective of delivering excess returns relative to the MSCI World ex USA Small Cap Net Index.

Strategic Global Advisors’ International All Cap Equity strategy seeks to provide long term growth of capital by investing directly in foreign stocks primarily on the foreign exchanges. This strategy may represent the core of an investor’s international portfolio. SGA invests in 85+ securities diversified across a broad number of sectors in more than 20 countries. SGA’s portfolio management process combines sophisticated quantitative methods and a fundamental overlay with the objective of delivering excess returns relative to the MSCI World ex USA IMI Net Index.

Strategic Global Advisors’ International SMID Cap Equity strategy seeks to provide long-term growth of capital by investing directly in foreign stocks primarily on the foreign exchanges. The portfolio is invested in equity securities diversified across a broad number of sectors in more than 20 countries. SGA’s investment process combines sophisticated quantitative methods and a fundamental overlay with the objective of delivering excess returns relative to the MSCI EAFE SMID Cap Net Index.

Strategic Global Advisors’ Global Equity strategy seeks to provide long term growth of capital by investing directly in both foreign stocks on foreign exchanges and US stocks. SGA invests in 85+ securities diversified across a broad number of sectors in more than 20 countries. SGA’s investment process combines sophisticated quantitative methods and a fundamental overlay with the objective of delivering excess returns relative to the MSCI World Net Index.

Strategic Global Advisors’ U.S. Large Cap Equity strategy seeks to provide long term growth of capital by investing in stocks of domestic companies traded in the U.S. This strategy may represent the core of an investor’s domestic portfolio. SGA invests in 75+ securities diversified across a broad number of sectors. SGA’s investment process combines sophisticated quantitative methods and a fundamental overlay with the objective of delivering excess returns relative to the Russell 1000 Index.

Strategic Global Advisors’ U.S. Small Cap Equity strategy seeks to provide long term growth of capital by investing in stocks of domestic companies traded in the U.S. This strategy may represent the core of an investor’s domestic portfolio. SGA invests in 120+ securities diversified across a broad number of sectors. SGA’s investment process combines sophisticated quantitative methods and a fundamental overlay with the objective of delivering excess returns relative to the Russell 2000 Index.