International Strategy & Investment
ISI consists of two parts: International Strategy & Investment Group LLC (ISI Group LLC), a broker-dealer, and International Strategy & Investment Inc. (ISI Inc.), a registered investment advisor. ISI is engaged in investment research, sales, trading, portfolio management, support and operations with headquarters in New York and offices located in Boston, Fairhope, Houston, London, Los Angeles, St. Louis, San Francisco, Shanghai and Washington DC. ISI Group LLC is headed by Ed Hyman and Nancy Lazar who spearhead our economic research efforts, while ISI Inc., an investment advisory firm, is headed by Al Medaugh and Jim Moltz, who manage U.S. fixed-income, global bond and equity-oriented funds. Their management draws on ISI’s research to anticipate interest rate changes, and we actively manage our clients’ portfolios to benefit from these changes. ISI currently has 208 employees.
According to Institutional Investor magazine's October 2011 polling of more than 3,000 research directors, portfolio managers and other investment professionals at more than 890 buy-side firms, ISI Group has five #1 Ranked Analysts. This includes Ed Hyman, Senior Economic Advisor for the ISI Funds, who has been ranked #1 in the area of Economics for the last 32 years running. ISI also had #1 Ranked Analysts in the areas of Washington Research, Machinery, Biotech and REITS. This ranking is subject to change on an annual basis.
A prospectus and summary prospectus for any of the ISI Funds can be obtained from your investment professional. You should read the prospectus and summary prospectus carefully before investing as it contains complete information on the Fund's investment objective(s), the risks associated with an investment in the Fund, the fees, charges and expenses involved. These elements, as well as other information contained in the prospectus and summary prospectus, should be considered carefully before investing.
