How to Play the International Markets (AADR)

WCM Investment Management managing director Duff Daniels gives tips for investing internationally.

See the full “FOX Business” interview below:



The investment objective of the WCM/BNY Mellon Focused Growth ADR ETF (NYSE Ticker: AADR) is long-term capital appreciation above international benchmarks such as the MSCI EAFE Index and the BNY Mellon Classic ADR Index. AADR provides a high-quality, large-cap growth portfolio for the non-U.S. universe. The portfolio is purposely very different from international benchmarks and other international funds. AADR achieves this differentiation by concentration (20–30 holdings) and a focus on traditional growth sectors such as technology, healthcare and consumer staples/discretionary. The AADR portfolio management team seeks to invest in businesses that have benefited from long-lasting global trends (tailwinds), a growing competitive advantage (a widening economic moat) and a superior corporate culture (great people). Finally, AADR recognizes the role valuation plays in investment returns and therefore seeks to pay a reasonable price for companies.

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