International Equity Portfolio

The Approach

The International Equity Portfolio seeks growth by investing in international developed-market equity securities. The portfolio is constructed primarily by utilizing country-specific ETFs weighted based upon size (market cap) and our assessment of the investment outlook for the country. The portfolio will also invest in mutual funds and ETFs to gain access to specific areas of the market (e.g., small cap, low volatility, high quality, etc.) determined by our analysis of the relative attractiveness of each area.

The Features

The International Equity portfolio can be an ideal complement to other equity investment strategies. Currently, international developed-market equities comprise over 25-30% of the global equity market capitalization and have historically shown low correlation with US equity markets. The portfolio is diversified across international countries and firms. The portfolio seeks to deliver superior risk-adjusted returns over the index through investment in factors found to be associated with long-term outperformance.

Key Facts

Strategy Assets

$138 Million

Holdings

Min Portfolio Size

$25,000

Allocation (Bloomberg)

20% Japan

14% United
Kingdom

10% Canada

9% France

9% Switzerland

7% Germany

6% Austrailia

Netherlands 4%

21% Other Intl
DM Equity

Top 5 Holdings (% weight)

JP Morgan BetaBuilders Japan ETF

13.2%

iShares United Kingdom ETF

8.8%

Goldman Sachs GQG Int'l Opportunities

8.6%

Avantis Int'l Small Value Equity ETF

7.6%

iShares Int'l Multifactor Small ETF

7.2%

Source: Addepar as of Sept. 2024; Bloomberg as of Sept. 2024

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www.6Meridian.com 8301 E. 21st Street N. Ste. 150, Wichita, KS 67206

6 Meridian is a group comprised of investment professionals registered with Hightower Advisors, LLC, a SEC-registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors. All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice. 6 Meridian and Hightower Advisors, LLC or any of its affiliates make no representations or warranties express or implied as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. 6 Meridian and Hightower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice. This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of Hightower Advisors, LLC, or any of its affiliates.

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