History

Ed Hyman, Nancy Lazar, and Al Medaugh, are former C.J. Lawrence colleagues, and founded International Strategy & Investment (ISI) in 1991. ISI combines the talents of some of Wall Street’s most respected market strategists within an environment centered on offering good economic and investing advice.

ISI Group is a broker-dealer specializing in economic research. The firm’s regular series of economic research reports and company survey results have been consistently ranked at the top by institutional investors. Reports are sent to the more than 8,000 bond and equity clients around the world, with each account actively covered by ISI institutional sales people

ISI Inc., a registered investment advisor, is the money management arm of ISI. It manages U.S equities, fixed-income, and world bond portfolios. Its portfolio style is active management. ISI has a long-term record of using its extensive economic research to anticipate changes and investing portfolios to benefit from these changes. In addition to discretionary portfolios, ISI’s U.S. mutual fund family includes the following: Total Return U.S. Treasury Fund (TRUSX); Managed Municipal Fund (MUNIX); North American Government Bond Fund (NOAMX and NORCX); and Strategy Fund (STRTX).