International

International 2017-05-22T12:14:08+00:00

Investment Objective

The NV International investment strategy is measured against the MSCI World ex-U.S. Index, and seeks to return 3-4% gross excess above that benchmark.


Benchmark

MSCI World ex-U.S., Russell Global Developed ex-U.S.


Key Strengths

  • The fundamental equity valuation insights from Denali Advisors published and unpublished research
  • A time varying factor forecast designed to capture investment themes
  • Our portfolio team’s track record of special situations stock position management

Related Documents

Fact Sheet        
Quarterly Update (350 K)
Research Review (350 K)

NV International

Investment Philosophy

Systematically identify investor themes and anchoring to stock’s value from intrinsic and network value, in order to build risk controlled portfolios that outperform in multiple market environments.


Key Data
Excess Return Objective* 3-4%, Gross of fees
Tracking Error Objective* 3-5%
Typical Market Capitalization      $10-$50 Billion
Approximate Holdings 80-100


For performance, fees, and other information, please contact Bob Snigaroff , President and CIO or call (858) 558-3600