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CONNECTING YOU
TO THE WORLD

Access high-quality equity opportunities across international markets

WHY THE NEW REALITY DEMANDS AN
INTERNATIONAL PERSPECTIVE

High inflation and interest rates have transformed the equities landscape. In this new reality, we believe that exposure to the world’s strongest businesses may enhance portfolios. In order to access global best-in-breed, certain long-term themes such as luxury goods, automation, and semiconductors are best captured by investing in international companies.

Unlock potential in every direction – by connecting to quality equity opportunities, regardless of location.

International markets may offer unique opportunities

Europe is home to luxury brands with a unique heritage, from Hermes and LVMH to Ferrari.

The region is a crucible for groundbreaking pharma companies, including Roche and Novo Nordisk.

Innovative tech companies are abundant too, including world-class semiconductor companies such as Taiwan Semiconductor and ASML.

Japan’s demographic shifts provide a positive backdrop for investment in its thriving automation and electronics sectors.

AN INTERNATIONAL EQUITY STRATEGY
THAT CONNECTS YOU TO THE WORLD

Quality knows no borders. So why put limits on your investment universe?

Walter Scott & Partners Limited's (“Walter Scott”) quest for growth companies spans the globe. They see three compelling reasons for international diversification.

 

1

Best-in-class companies can flourish anywhere. Identifying them requires selection by active managers, deploying thorough research and discipline.

2

High-quality, market-leading companies continue to exhibit growth and resilience despite an uncertain macro environment.

3

Amid a shifting world economy and ongoing inflation, chances may emerge for active investors to unearth compelling investment opportunities. International markets are home to world-class businesses with deep experience in navigating different environments.

Quality Growth Investment Outside of the US

Historically, US and international markets have traded multi-year periods of outperformance. We believe this may prove to be an inflection point for international stocks.

Read why this matters now
Widening your perspective to developed economies beyond the US could potentially deliver:

A broader and different
opportunity set

Potentially valuable portfolio diversification

Exposure to attractive, high-quality companies with long-term growth potential

The prospect of greater returns for the same risk

Asset allocation and diversification do not ensure a profit or protect against loss. There is no assurance any investment strategy
will be successful. Investing involves risk and investors may incur a profit or a loss.

Why Walter Scott?

TAKING A LONGER VIEW TO CONNECT YOU TO
QUALITY INTERNATIONAL OPPORTUNITIES

Our International Equity Strategy is led by Walter Scott & Partners Ltd. Its experienced research team
deploys its profound knowledge to identify companies capable of long-term wealth generation.

 

40-year track record

Founded in 1983, Walter Scott has built its reputation on extensive experience and consistent performance.

Focus on fundamentals

Walter Scott deploys a forensic focus on company fundamentals, regardless of sector or geography.

Team approach

The team are globalists and generalists, with deep and broad investment knowledge. Demanding unanimous team agreement for every stock decision is an approach which sets the firm apart.

Local acumen

Profound market knowledge is informed by frequent team visits and company conversations. Italy, France, China, Taiwan, and the UK are among recent locations visited.

The Walter Scott research team identifies attractive investment opportunities through a disciplined and rigorous proprietary process. It is the exhaustive work behind each idea that secures the team’s confidence in every investment.

Take an in-depth look at the teams approach to equity investing.

Discover what makes Walter Scott unique

Featured Strategies

ONE PHILOSOPHY,
THREE WAYS TO ACCESS

The BNY Mellon International Equity Strategy, available in three different vehicles, is for investors looking for
exposure to quality opportunities outside the US.

Seeks tax efficiency

BNY Mellon
Concentrated
International ETF

BKCI

The concentrated fund actively invests in companies with the potential to deliver long-term growth. The exchange-traded fund (ETF) structure allows investors intra-day liquidity and the potential for tax-efficient investing.

Access the ETF

Seeks flexibility

BNYM Walter Scott
International
Stock ADR Strategy

The high-conviction strategy actively invests in companies with the potential to deliver long-term growth. The key benefit of the Separately Managed Account (SMA) structure is to provide customization and control of owning individual securities.

Access the strategy

Seeks a consistent track record

BNY Mellon
International
Stock Fund

Overall Morningstar Rating

(391 funds rated)1

Morningstar RatingTM as of February 29, 2024 for the Class I class shares; other classes may have different performance characteristics. Overall rating for the Foreign Large Growth category. Fund ratings are out of 5 Stars: Overall 4 Stars (391 funds rated); 3 Yrs. 4 Stars (391 funds rated); 5 Yrs. 4 Stars (333 funds rated); 10 Yrs. 4 Stars (229 funds rated)."

DISRX Class I

The high-conviction fund actively invests in companies with the potential long-term growth.

Access the fund

1 Morningstar Rating™ as of 02/29/2024

Please click on the provided links as well as “Access the ETF/Strategy/Fund” for
important information and disclosure including risks regarding these vehicles.

FEATURED INSIGHTS

A transitioning global economy may be creating fresh opportunities for active stock pickers able to identify resilient companies which have the potential to create value and long-term growth in volatile markets. Discover the international opportunity.

 

About BNY Mellon Investment Management

BNY Mellon Investment Management is one of the world’s leading investment management organizations, encompassing
BNY Mellon’s affiliated investment management firms and global distribution companies. BNY Mellon is the corporate brand
of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the corporation as a whole
or its various subsidiaries generally.

Contact Us

Our commitment to fully servicing the need of our investment partners is our highest priority. BNY Mellon Pinpoint looks deep into the specific holdings of your portfolios to gain an insightful picture of its potential opportunities, including hypothetical portfolio behavior in varying market scenarios — bull and bear markets, high growth/low growth, high volatility/low volatility, and rising and falling rate environments. Contact your regional consultant today.

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Disclosures

Financial Professional Use Only-not for further distribution.

Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund, ETF or SMA carefully before investing.  Contact a financial professional or visit im.bnymellon.com to obtain a prospectus, summary prospectus, or SMA offering materials, if available, that contain this and other information about the fund or SMA, and read them carefully before investing.

For SMAs, Investors should carefully review and consider potential risks before investing. Please see Main Risks section for additional information regarding investment risks.

Please click on the above links to the fund/SMA literature and webpages for important information, disclosures and risks.

Investing in foreign denominated and/or domiciled securities involves special risks, including changes in currency exchange rates, political, economic, and social instability, limited company information, differing auditing and legal standards, and less market liquidity. These risks generally are greater with emerging market countries.

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products with at least a 3-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance (not including the effects of sales charges, loads and redemption fees if applicable), placing more emphasis on downward variations and rewarding consistent performance. Managed products; including open-end mutual funds, closed-end funds and exchange-traded funds; are considered a single population for comparative purposes. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. ©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. The fund represents a single portfolio with multiple share classes that have different expense structures. Other share classes may have achieved different results.

This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions. Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. Views expressed are those of the author stated and do not reflect views of other managers or the firm overall. Views are current as of the date of this publication and subject to change.

Walter Scott & Partners Limited is an investment management firm authorized and regulated in the United Kingdom by the Financial Conduct Authority in the conduct of investment business. Walter Scott is also registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser. Walter Scott is a subsidiary of The Bank of New York Mellon Corporation.

BNY Mellon Securities Corporation is a registered broker-dealer and registered investment adviser offering securities and managed accounts, respectively. BNY Mellon Investment Adviser, Inc., is the Investment Adviser for the BNY Mellon International Stock Fund, and has engaged its affiliate, Walter Scott, as the fund’s sub-adviser. BNY Mellon ETF Investment Adviser, LLC is the Investment Adviser for the BNY Mellon Concentrated International ETF and has engaged its affiliate, Walter Scott, as the ETF's sub-adviser.  

Not FDIC-Insured | No Bank Guarantee | May Lose Value

© 2024 BNY Mellon Securities Corporation, 240 Greenwich Street, 9th Floor, New York, NY 10286.

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