The fund seeks capital appreciation in the long-term through investing in companies located in developed markets outside the United States.
The investment process is focused on identifying companies with strong financial statements, established market niches and sustainable revenues and earnings growth in the long-term.
The research team then narrows the list of companies with the help of qualitative analysis and management track record in allocating capital. The company selection for the portfolio is based on stock-by-stock analysis and drives the country, sector and industry allocation.
The fund invests across all market capitalizations and may invest in emerging markets and to a limited extent in the United States and Canada.