Managers & Models

Henry James International Management (HJIM)

“Don’t mind anything that anyone tells you about anyone else. Judge everyone and everything for yourself.”

— Henry James - American-British Author - 1843-1916

Henry James International Management, Inc. (“Henry James” or “HJIM”) provides specialized strategies for global, international, and foreign investments. Its diversified portfolios emphasize growth and strive to minimize risk investing among companies and markets in both developed and emerging markets.

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

Henry James is a boutique international equity manager with an entrepreneurial spirit, following 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, it targets each model’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 Henry James believes do best in the current market environment followed by intense analysis prior to inclusion in the portfolio.

The final step overlays the firm’s top-down risk-mitigating country allocation approach seeking to overweight countries where current natural competitive advantages, along with economic and political conditions, are reflected in the Henry James analyses and portfolio construction processes.

A range of Henry James strategies are available in Freedom Advisors, including:

• Asia
• Asia ex-Japan
• Emerging Markets
• Europe
• Global Large Cap
• Global Small Cap
• International ESG Large Cap
• International Large Cap
• International Select
• Latin America