Like Greystone’s approach to Canadian and U.S. equity, the EAFE Growth strategy seeks companies that grow profits, maintain competitive market advantage through innovative product design, exceptional management, strong market share and superior profitability.
The investment process draws on the international resources of Hansberger Global Investors, combining proprietary quantitative and qualitative methodologies to create and manage a solidly growth-style portfolio.
Portfolios are built from the bottom-up. Starting with a universe of about 10,000 companies, Hansberger applies quantitative screens to identify companies with superior growth characteristics (profitability, secular growth, sustainable competitive advantage, strong capital structure).
This narrows the universe to about 500-600 companies. Adding relative valuation and price momentum to the screening criteria, the universe narrows to 80-100 stocks, which are the stocks identified for detailed examination.
Candidate companies receive fundamental analysis from the Hansberger growth team (products, market share, distribution, management, etc.) to narrow the candidate list to a final portfolio.