Strategies

All strategies are available in separate account and model formats.  Investing in our strategies involves the potential risk of loss.

International Growth Equity
Universe Developed and Emerging Markets (excluding U.S.)
Benchmark Index MSCI World ex-U.S.
Security Selection
  • Growth Orientation
  • High Quality
  • Reasonable Valuations
Vehicles
  • SMA
  • UMA
Inception Date
  • 9/30/1997
International Equity
Universe Developed Markets (excluding U.S. and Emerging Markets)
Benchmark Index MSCI EAFE
Security Selection
  • Growth Orientation
  • High Quality
  • Reasonable Valuations
Vehicles
  • SMA
  • UMA
Inception Date
  • 3/31/1992
International Managed ETF
Universe Developed and Emerging Markets (excluding U.S.)
Benchmark Index MSCI All-Country World ex-U.S.
Security Selection
  • Holdings
  • Costs
  • Liquidity/Trade Volume
  • Structure and Provider
Vehicles
  • SMA
  • UMA
Inception Date
  • 6/30/2005
Emerging Markets ADR
Universe Emerging Markets
Benchmark Index MSCI Emerging Markets Index
Security Selection
  • Growth Orientation
  • High Quality
  • Reasonable Valuations
Vehicles
  • SMA
  • UMA
Inception Date
  • 9/30/2009
Global Equity
Universe Developed and Emerging Markets (including U.S.)
Benchmark Index MSCI World
Security Selection
  • Growth Orientation
  • High Quality
  • Reasonable Valuations
Vehicles
  • SMA
  • UMA
Inception Date
  • 9/30/1997

Why Invest with an International Specialist like Gratry & Company?

  • Since returns from non-U.S. equity portfolios are the result of a combination of country, sector and security selection factors , a thorough understanding of macro-economic and security specific variables are essential to delivering consistent, competitive long-term results.
  • Combining emerging market stocks with a portfolio of stocks from developed countries has provided significant diversification benefits to an investor’s portfolio over market cycles. Additionally, the long-term growth potential of emerging markets makes them an asset class that should be considered for many different types of investors.