International Portfolio
Part of the Azzad Ethical Wrap Program
A comprehensive halal wealth management solution for high net worth clients, organizations, and business owners.
Why International Investing?
For U.S. investors, international investing just means investing in companies based outside of the U.S.
Including international holdings can be a good way to diversify your portfolio.
Just as different sectors and asset classes within the U.S. will perform differently at different times, international stocks may perform differently than U.S. stocks.
Diversifying with international stocks can help you spread your investment risk and take advantage of global growth.
Investment Process
A top-down global analysis combines with a bottom up security selection approach to construct a diversified portfolio.
A global analysis of prevailing economic market and political conditions drives investment themes as well as country and sector allocations. Fundamental analysis identifies quality companies with durable business models and sustainable competitive advantages.
Of course, stocks must also pass Azzad’s socially responsible investment criteria.
Michael Stack, CFA®, Lead Portfolio Manager
Michael is lead portfolio manager for the Azzad international portfolio. Prior to joining previous international model portfolio manager Scout Investments, he managed the European Equities Fund at Overseas Asset Management (OAM), an offshore investment firm based in Grand Cayman.
Michael’s experience includes assisting in the management of European equity portfolios for U.S. Trust Company of New York in New York and London. Before U.S. Trust, Michael worked as a research analyst for a domestic brokerage house in Slovakia. Michael also worked in the fixed income operations of Lehman Brothers. He earned his master’s degree from Columbia Business School in New York and his Bachelor of Commerce degree from University College Dublin.
Angel Luperico, CFA®, Co-Portfolio Manager
Angel is co-portfolio manager for the Azzad international portfolio. Prior to joining previous international portfolio manager Scout Investments in 2007, he was a senior associate analyst for A.G. Edwards & Sons with previous experience as an analyst with Bear Stearns. He has 14 years of financial industry experience. He earned his M.B.A. in finance from the Olin School of Business at Washington University and his Bachelor of Science in business administration from Rockhurst.
