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EAFE Plus Equity

The EAFE Plus strategy invests in international developed and emerging markets. Emerging markets are a variable component of the strategy. Our proprietary country allocation model evaluates roughly 40 developed and emerging markets based on four fundamental investment factor categories: valuation, growth, risk, and sentiment/momentum. These factors are combined to determine the allocation for each market. The country weightings for EAFE Plus are implemented through country Exchange Traded Funds (ETFs) and optimized baskets of American Depository Receipts (ADRs).

We strive to mitigate risk through diversification. Though returns are generated by overweighting or underweighting certain countries, risk controls are strictly enforced to ensure no one country becomes too large a part of the portfolio.

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Meet our International Equity Team »





Award-Winning Research
Leila Heckman, Ph.D., Head of our International Equity Team, was ranked either #1 or #2 for asset allocation in Institutional Investor's Global Teams Survey from 1999-2002 while she was Managing Director responsible for global asset allocation at Salomon Smith Barney.

The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages domestic equity, international equity, domestic fixed income, global fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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