Contact Us

Marmont Partners, LLC
925 W. Lancaster Avenue, Suite 220, Bryn Mawr, PA 19010
inquiries@marmontpartners.com
833-MARMONT / (833)-627-6668

Literature

Daily Price Change

MARMONT REDWOOD INTERNATIONAL EQUITY FUND
DAILY PERFORMANCE AS OF 11/15/2019

MARMONT REDWOOD INTERNATIONAL EQUITY FUND
DAILY PERFORMANCE AS OF 11/15/2019
Fund Ticker Price Change
» Institutional MRILX $10.33 +$0.08
» Retail MRIDX $10.29 +$0.07

MSCI World Ex-USA Index is a market-capitalization-weighted index maintained by Morgan Stanley Capital International (MSCI) and designed to provide a broad measure of stock performance throughout the world, with the exception of U.S.-based companies. It is not possible to invest directly in an index.

Active Share is a measure of the percentage of stock holdings in a manager’s portfolio that differs from the benchmark index.

Alpha, used in finance as a measure of performance, indicating when a strategy, trader, or portfolio manager has managed to beat the market return over some period. 

Basis point (BPS) refers to a common unit of measure for interest rates and other percentages in finance. One basis point is equal to 1/100th of 1%, or 0.01%, or 0.0001, and is used to denote the percentage change in a financial instrument.

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole.

An Emerging Market (“EM”) economy is one in which the country is becoming a developed nation and is determined through many socio-economic factors.

Earnings before interest, tax, depreciation and amortization (EBITDA) is a measure of a company’s operating performance.

Gross domestic product (GDP) is a monetary measure of the market value of all the final goods and services produced in a specific time period, often annually.

The P/E ratio helps investors determine the market value of a stock as compared to the company’s earnings. In short, the P/E ratio shows what the market is willing to pay today for a stock based on its past or future earnings.

Return on equity (ROE) is a measure of financial performance calculated by dividing net income by shareholders’ equity. Because shareholders’ equity is equal to a company’s assets minus its debt, ROE could be thought of as the return on net assets.

Tangible book value, also known as net tangible equity, measures a firm’s net asset value excluding the intangible assets and goodwill. In other words, it’s how much all of the physical assets of a company are worth.

Weighted average market capitalization is refers to a type of stock market index construction based on the market capitalization of the index’s constituent stocks.

Diversification does not assure a profit or protect against loss in a declining market.

Earnings growth is not a measure of the Fund’s future performance.

For Standardized Performance and Fund Holdings click here. Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance on the fund may be lower or higher than the performance quoted. The Gross Expense Ratio for MRILX is 11.33% and the Net Expense Ratio is 1.02%, as of the Prospectus dated February 28, 2019. The Adviser has contractually agreed to waive its fees and reimburse expenses until February 14, 2021. Fund holdings and/or sector allocations are subject to change at any time and are not recommendations to buy or sell any security. And Management fees and other expenses will apply to no-load mutual funds. Please refer to the prospectus for further details.

WHY MARMONT REDWOOD INTERNATIONAL EQUITY FUND

TEAM

Redwood Investments International Equities team is comprised of our three portfolio managers who have over 45 years of combined investment expertise. The group is aligned behind the philosophy and process, and makes decisions as a team.

APPROACH

Redwood Investments has a universal investment philosophy across all products: they believe that stocks are largely priced as a multiple of consensus earnings estimates, and that these estimates are typically flawed due to human nature and market structure. Further, these inefficiencies can be exploited by diligent investors to clients’ advantage. The inefficiencies may be more pronounced in non-US markets.

RISK AVERSE

At its core, Redwood is a qualitative investment firm focused on fundamental analysis. Critical to the approach, however, is a proprietary quantitative model that serves as a first step in their investment process. The model narrows the broad universe of companies and allows the analysts to prioritize their qualitative research. The model is also used to provide objective feedback on individual stocks, and to continuously manage risk and exposures in the overall portfolio.

Contact Marmont

For more information or should you have any questions, please
visit the How to Invest page or call (833)-627-6668

Mailing list

Sign up for our mailing list to receive information and
updates about Marmont. If you have any questions,
please don't hesitate to contact us directly
at inquiries@marmontpartners.com. Thank you!




Sign Up
Some required fields are empty
There was a error sending your form
Please enter a valid email address