Henry James

Henry James

International Management

“Don't mind anything that any one tells you about any one else. Judge every one and everything for yourself." (1843-1916) Henry James: The Portrait of a Lady

Welcome

James O'Leary

Henry James International Management, Inc. provides specialized strategies for international, global, and foreign investments. Our strategies focus on selecting globally based investment instruments as part of a diversified portfolio. Such diversified portfolios strive to minimize risk by investing among foreign companies and markets. Our investments endeavor to emphasize growth in developed and emerging markets. The firm currently manages over $425m in AUM.

Our Chief Investment Officer, James O’Leary (CFA), has over 30 years experience in the investment management arena and has been managing International portfolios since 1999.

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You can read our latest thoughts about investment opportunities and the market on our blog.

Performance

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Henry James International Management understands that growth is global. Our investment strategies strive to control risk and to maximize growth through our actively managed investments in international, global, and foreign markets.

Please note: Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Past performance is no guarantee of future results.

Investment Philosophy

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Henry James International Management is a boutique international equity manager with an entrepreneurial spirit. We follow a high-conviction investment philosophy that combines a bottom-up quantitative and fundamental analysis system with a top-down risk mitigating country allocation system. This system along with a targeted beta can provide downside protection. Recognizing the importance of downside protection, we target each product’s beta to the market’s risk profile.

The bottom-up stock selection process starts with identifying the best candidates with a Risk Reward Ratio, followed by an adaptive model that points to the fundamentals that do best in the current market environment followed by intense analysis prior to inclusion in the portfolio.

The final step overlays our top down risk mitigating country allocation approach seeking to overweight countries whose current natural competitive advantages, along with their economic and political conditions, are reflected in a highly ranked stock market reward/risk ratio.

The combined bottom-up stock picking system and top-down country ranking scheme result in a lower turnover portfolio that over-weights higher ranked, fundamentally strong stocks and countries that are positioned for stock appreciation.

Products

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HJIM International Equity Portfolio

The product is a core large capitalization international equity portfolio designed for aggressive investors and seeks to achieve long term capital appreciation. The strategy invests in international markets through the use of ordinaries, sponsored and unsponsored foreign listed securities and American Depository Receipts (ADRs). The investment process is a disciplined, bottom-up, screening system designed to identify and select inefficiently priced stocks, with superior return versus risk characteristics. This is combined with quarterly, top-down country rebalancing for which the HJIM management team over weights highly ranked countries and under weights lower ranked countries according to our proprietary system. Each company is reviewed both qualitatively and quantitatively before inclusion in the portfolio.  Typically, the portfolio invests in 50 to 70 companies that pass our disciplined fundamental and quantitative criteria. The primary performance benchmark is the MSCI-EAFE Index.

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Henry James International Select Portfolio

The product is a core medium capitalization international equity portfolio designed for aggressive investors and seeks to achieve long term capital appreciation. The strategy invests in international markets through the use of ordinaries, sponsored and unsponsored foreign listed securities and American Depository Receipts (ADRs). The investment process is a disciplined, bottom-up, screening system designed to identify and select inefficiently priced stocks with market capitalizations below $10 billion at purchase, with superior return versus risk characteristics. This is combined with quarterly, top-down country rebalancing for which the HJIM management team over weights highly ranked countries and under weights lower ranked countries according to our proprietary system. Each company is reviewed both qualitatively and quantitatively before inclusion in the portfolio. Typically, the portfolio invests in 50 to 70 companies that pass our disciplined fundamental and quantitative criteria. The primary performance benchmark is the MSCI-EAFE Index.

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Henry James Emerging Markets Portfolio

The product is a core large cap emerging market equity portfolio designed for aggressive investors and seeks to achieve long term capital appreciation. The strategy invests in international markets through the use of ordinaries, sponsored and unsponsored foreign listed securities and American Depository Receipts (ADRs). The investment process is a disciplined, bottom-up, screening system designed to identify and select inefficiently priced stocks, with superior return versus risk characteristics. This is combined with quarterly, top-down country rebalancing for which the HJIM management team over weights highly ranked countries and under weights lower ranked countries according to our proprietary system. Each company is reviewed both qualitatively and quantitatively before inclusion in the portfolio.  Typically, the portfolio invests in 50 to 70 companies that pass our disciplined fundamental and quantitative criteria. The primary performance benchmark is the MSCI-EAFE Index.

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HJIM Global Select Portfolio

The product is a core medium capitalization global equity portfolio designed for aggressive investors and seeks to achieve long term capital appreciation. The strategy invests in international markets through the use of ordinaries, sponsored and unsponsored foreign listed securities and American Depository Receipts (ADRs). The investment process is a disciplined, bottom-up, screening system designed to identify and select inefficiently priced stocks with market capitalizations below $10 billion at purchase, with superior return versus risk characteristics. This is combined with quarterly, top-down country rebalancing for which the HJIM management team over weights highly ranked countries and under weights lower ranked countries according to our proprietary system. Each company is reviewed both qualitatively and quantitatively before inclusion in the portfolio.  Typically, the portfolio invests in 70 to 90 companies that pass our disciplined fundamental and quantitative criteria. The primary performance benchmark is the MSCI World Index.

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Henry James International ESG Portfolio

The product is a core large capitalization environmental, social, and governance (ESG) international equity portfolio designed for aggressive investors and seeks to achieve long term capital appreciation. The strategy invests in international markets through the use of ordinaries, sponsored and unsponsored foreign listed securities and American Depository Receipts (ADRs). The investment process is a disciplined, bottom-up, screening system designed to identify and select inefficiently priced stocks, with superior return versus risk characteristics. This is combined with quarterly, top-down country rebalancing for which the HJIM management team over weights highly ranked countries and under weights lower ranked countries according to our proprietary system. Each ESG qualified company is reviewed both qualitatively and quantitatively before inclusion in the portfolio.  The ESG portfolio is invested in a socially responsible manner in relation to ESG. Typically, the portfolio invests in 50 to 70 companies that pass our disciplined fundamental and quantitative criteria. The primary performance benchmark is the MSCI-EAFE Index.

Contact Us

Telephone

 646-722-2739

Email

Address

747 Third Ave 2nd Floor
New York, New York
10017