The fund seeks growth by investing in companies across any size outside the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team relies on fundamental analysis to rank stocks based on quality and growth criteria for the EVQ Ranking, namely earnings revisions, valuation, and quality.
Then each company is evaluated for its competitive advantage, growth prospects, growth catalysts, management team, valuation, and risks.
The research process is driven by fundamental analysis of one stock at a time within a macro country/sector/industry framework.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.
The manager focuses on growth companies across the globe, both in international developed and emerging market countries regardless of sector or market capitalization.
The focused portfolio holds approximately 50 holdings of non-U.S. growth equity securities.