Invested largely in common stock of companies headquartered in developed countries, the International Equity Fund offers the opportunity to gain from even broader diversification with 15-35% invested in emerging markets.

Organization Management

The Royal Bank of Canada (RBC)

The Royal Bank of Canada (RBC) is one of North America’s leading diversified financial services companies. The RBC Emerging Markets Equity strategy seeks to provide long-term capital growth by investing in companies that are domiciled in or conduct a substantial portion of their business within emerging markets. The strategy emphasizes quality and long-term growth at a reasonable price, combining a fundamental, bottom-up approach to stock selection with a top-down macroeconomic overlay driven by long-term secular themes. 

LSV Asset Management

LSV manages a non-US large cap value portfolio that excludes US and emerging market stocks, focusing instead on the international developed markets including Japan, Europe and the UK. LSV uses a quantitative investment approach to choose out-of-favor
(undervalued) stocks, believing these securities will produce superior future returns if their future growth exceeds the market’s low expectations. Located in Chicago, LSV was founded in 1994 and manages approximately $59 billion.

Baillie Gifford

Baillie Gifford manages an International Growth portfolio, utilizing a team approach to portfolio construction based on deep research-oriented, bottom-up, fundamental investing. Baillie seeks to identify companies capable of sustaining above-average growth rates while trading at a reasonable valuation. Founded in 1908, Baillie is located in Edinburgh, Scotland and manages over $175 billion.

News and resources

Read What's New

UCF Statement on Regional Bank Failures

Silicon Valley Bank’s collapse and the recent takeover of Credit Suisse Bank by UBS have sparked concerns of a more significant banking crisis and investment losses due to sudden events. David Klassen, Chief Investment Strategist, has prepared this statement to explain the event, market reaction and UCF’s position on our investment strategies. Click to read more.

UCF Exceeds Goal in Asset Manager Diversity

UCF today announced that it exceeded goal in asset manager diversity by contracting of a new asset manager, Xponance, a Black-founded and majority Black-owned multi-strategy investment firm. Xponance will manage a portion of UCF’s large cap portfolio utilizing a passive, S&P 500 screened index strategy, consistent with UCF’s existing social screens.

An Interview with Xponance

As we celebrate Women’s History Month in March and International Women’s Day on March 8, Stacey Pettice, UCF’s Institutional Relationships Executive, sat down with Tina Byles Williams, founder, CEO and Chief Investment Officer of Xponance, to discuss the importance of diversity in finance management, responsible investing strategies and which women have most inspired Williams herself. Click to watch the video.