Sabrient International Opportunity Portfolio Focuses on International GARP Stocks

A unique product designed to capitalize on international markets

Santa Barbara, CA – June 7, 2018: The Sabrient International Opportunity Series was introduced today by Sabrient Systems.

The International Opportunity Series, licensed to First Trust Portfolios, seeks above-average total returns from stocks selected from variety of countries and within those countries from a mixture of sectors and industries. The stocks are selected by applying a seven-step selection process based on the Sabrient strategy. Among the criteria, the stocks selected are international GARP stocks -- stocks that exhibit "growth at a reasonable price" based on Sabrient’s proprietary algorithm. The stocks must have a minimum price and minimum trading volume; earnings estimates that reflect high confidence by the analysts in their estimates; and a strong long-term growth rate. The International Opportunity Portfolio is diversified by country, sector and industry, with not more than approximately 25% in any one country, 30% in any one sector, and 15% in any one industry.

The Sabrient/Gradient Earnings Quality Rank (EQR Rank), a proprietary forensic accounting factor is incorporated into the strategy to determine the relative safety of the dividends over the next 15 months.

The initial Sabrient International Opportunity Portfolio (Ticker: FDLYTX) , launched today, June 7,2018, will terminate on September 9, 2019. To follow the performance of this portfolio, go to the First Trust Portfolios website and enter the portfolio ticker.


Sabrient Systems is an independent investment research firm offering both quantitative and qualitative research. Sabrient uses a fundamentals-based, quantitative approach to build powerful investment strategies for the creation of stock indices (tracked by ETFs), unit investment trusts (UITs), and other types of investable products for portfolio managers and fund sponsors. These strategies are also used to create rankings and ratings on more than 5,000 equities, resulting in investor products for retail customers of brokerage firms, professional advisors, and private wealth managers. Sabrient’s subsidiary Gradient Analytics, acquired in 2011, offers expertise in financial analysis, forensic accounting, and executive behavior. Sabrient is based in Santa Barbara, California. # # #