Greystone's risk-conscious growth style applies in our approach to international investing as well. Due to their size and widely varying local conditions, international equity markets tend to show greater volatility of returns than is typically found in Canada or the US.
Consequently, in our product development, we sought a primary strategy for EAFE equities (Europe, Asia and the Far East) that seeks to control volatility and offers a growth orientation akin to our other equity classes.
EAFE Plus -- after surveying the available options, we concluded that no single offering provided the core stability and growth bias we sought -- so we blended two disciplines within a single unified strategy. The EAFE Plus fund equally blends the growth style found in the EAFE Growth strategy with the core approach of EAFE Quant.
EAFE Growth -- Like Greystone’s approach to North American equities, the EAFE Growth fund combines fundamental (qualitative) assessments with quantitative screening to identify companies capable of producing sustainable earnings growth. The fund seeks companies that consistently exhibit an ability to maintain competitive market advantage through innovative product design, exceptional management, strong market share and superior profitability.
EAFE Quantitative -- the strategy seeks to add value from diversified sources of return: country & currency selection and individual stock positions. It is a pure quantitative approach that employs proprietary modelling and six principal themes: profitability, earnings quality, valuation, analyst sentiment, momentum and management impact.
Global Equities -- for investors desiring an actively managed blend of US and EAFE equities employing a disciplined growth style.
