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ACR Equity International

The ACR Equity International Strategy is the firm’s international equity strategy focused primarily on non-US developed markets. The strategy is guided by the same principles that have shaped ACR Alpine Capital Research since its founding in 1999. We only consider investing in companies we believe are durable and that we can value, and then only invest when we can do so at a meaningful discount to our estimate of value. The strategy was created to address the attractive structural investment opportunity set in small to mega-cap companies outside the US. The investment team seeks to achieve the strategy’s long-term objectives through patient ownership combined with active portfolio management. Team members maintain significant personal investments in the strategy, aligning their interests closely with those of our clients.

Features

Non-US developed market focus

20-stock target

Long-term fundamental investments

All-cap, from small to mega cap

Invests in high-quality businesses at attractive valuations

Holds cash in absence of investment opportunities

Balances concentration and diversification

Market benchmark: MSCI ACWI ex USA Index

High active share (99%)

Investment Vehicles

Mutual Fund (12/30/16 Inception)