#Bastion Fiduciary #Bastion Value International #Bastion International Equity Income

Bastion Fiduciary: 12 Years of Innovative International Investment Strategies

Bastion Fiduciary, a Registered Investment Advisor (RIA), is marking a significant milestone - the 12th anniversary of its actively managed international portfolios, the Bastion Value International and Bastion International Equity Income. This momentous occasion reflects the company's commitment to fundamental long-term value investing strategies that have been instrumental in delivering results for clients.

Why Focus on International Equities?

International equity investing provides a wealth of opportunities for value investors. Some core reasons include:

1. Diversification: Different countries experience various economic and political cycles, offering a buffer against risks associated with domestic markets.
2. Global Exposure: Investors can access some of the world's most recognized companies headquartered outside the U.S., expanding their investment horizon.
3. Income Generation: Certain international indices yield higher dividends compared to their U.S. counterparts, providing potential income streams for investors.

Understanding the Model Portfolios

Bastion Value International Portfolio

The Bastion Value International Portfolio is designed to achieve capital appreciation. This is accomplished by investing in stocks with favorable forward valuations, quality management teams, and strong dividend potentials. The investment process involves a meticulous selection of equities that are not only undervalued compared to their historical performance but also present catalysts for future re-evaluation.

Bastion International Equity Income Portfolio

On the other hand, the Bastion International Equity Income Portfolio focuses primarily on generating robust current yields. Launched with a bottom-up approach, stock selection criteria prioritize sustainable dividends, quality management, and attractive valuations, ensuring the portfolio remains positioned for growth.

Leadership Behind the Portfolios

Lauretta Reeves, CFA, is at the helm of managing these international portfolios, combining her expertise in value investing with a disciplined research approach. According to Reeves, assessing each stock involves analyzing publicly available information to create comprehensive forecasts of income statements, cash flows, and balance sheets for the next five years. This method not only identifies solid investment opportunities but also assists in avoiding overvalued stocks. Often, Reeves visits company management teams to validate her analyses or to probe additional insights that may not be apparent.

Significance of the Anniversary

Reflecting on this 12-year journey, Cale Smith, CEO of Bastion Fiduciary, expresses pride in the milestone, attributing it to Lauretta’s disciplined investment philosophy. Smith highlights the necessity of international investing in the current market dynamics, emphasizing how diversification across various equities and currencies is crucial, particularly as U.S. indices become increasingly concentrated.

As Mr. Smith points out, “With significant reliance on a handful of stocks within U.S. indices, and recent fluctuations in the value of the U.S. dollar against the Euro, international markets present attractive valuations and growth opportunities. Our portfolios are essential for investors seeking long-term stability and success.”

Accessing Bastion's Services

Both the Bastion Value International and Bastion International Equity Income portfolios are accessible to both new and existing investors through Bastion Fiduciary's website, where they can learn more about these thoughtfully constructed investment strategies and the potential benefits of international exposure.

About Lauretta Reeves

Lauretta