Galleon International Growth Account
The World is Everyone's Business
Galleon International Growth Account
The World is Everyone's Business
Overview
The Galleon International Growth account seeks long-term growth of capital. It invests primarily in equity securities of established companies that are economically tied to various countries throughout the world. It may invest directly or indirectly in foreign securities or foreign currencies of both developed and developing countries. Galleon does not expect its investments in emerging markets to exceed 35% of its net assets. It may invest in securities of companies of any size and in any sector.
Overview
The Galleon International Growth account seeks long-term growth of capital. It invests primarily in equity securities of established companies that are economically tied to various countries throughout the world. It may invest directly or indirectly in foreign securities or foreign currencies of both developed and developing countries. Galleon does not expect its investments in emerging markets to exceed 35% of its net assets. It may invest in securities of companies of any size and in any sector.
Why Invest Internationally?
Historically, there have been long periods when international stocks outperform U.S. stocks.
Reasons for International Investing
While the U.S. has a strong economic history, several other economies present opportunities that investors should consider. International funds increase diversification by adding more companies and more markets to your portfolio. Historically, there have been long periods when international stocks outperform U.S. stocks. For example, in 2009, the Standard & Poor’s 500 Index SPX saw significant losses while international asset class returns ranged from 1.2% to 12.8%.
The Galleon International Growth account adds currency diversification by investing directly into some companies through their native currency. This provides additional diversification, and the potential to take advantage of currency differences between the USD, Euro, the British Pound Sterling, Swiss Francs, Hong Kong Dollars, Indian Rupee, Japanese Yen, Chinese Renminbi, and other highly liquid world currencies.
Account Benefits
The account is professionally managed and helps clients diversify their portfolios by exposing them to appropriate amounts of risk. Historically, investors who only invest in U.S. multinationals do not gain the same level of exposure and potential gain. With more than half of the world’s market capitalization existing outside the U.S., we strive to manage risk through diversification. Go to Account Performance to view results and more data.
More information
The Galleon International Growth Account is available to all clients who are interested in portfolio diversification and suitable for international equity investing. You financial adviser will discuss the account with you, and determine if it makes sense for your particular goals, objectives, and risk tolerance. The account is qualified for both IRA (tax-deferred) and non-IRA accounts.
Account Performance ▸More information
The Galleon International Growth Account is available to all clients who are interested in portfolio diversification and suitable for international equity investing. You financial adviser will discuss the account with you, and determine if it makes sense for your particular goals, objectives, and risk tolerance. The account is qualified for both IRA (tax-deferred) and non-IRA accounts.
‡ Assumes even-number of shares purchased of all securities held within the account between 01/01/2014 and 01/01/2018. Past performance does not indicate future performance or results.