Strategic Global Advisors
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international small-mid cap core
Investment Strategy
Strategic Global Advisors’ International Small-Mid Cap Core Equity strategy seeks to provide long-term growth of capital by investing directly in foreign stocks primarily on the foreign exchanges. The portfolio is invested in equity securities diversified across a broad number of sectors in more than 20 countries. SGA’s portfolio management combines sophisticated quantitative methods and a fundamental overlay seeking to achieve excess returns relative to the MSCI EAFE SMID Net Index.
 
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