The fund seeks capital appreciation in the long term by investing in mid-and large-size companies 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 invests in securities of both U.S. and  non?U.S. companies.

In dete More

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies 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 invests in securities of both U.S. and  non?U.S. companies.

In determining whether a company is a U.S. or non-U.S. company, the team considers the company’s jurisdiction of incorporation or organization, the location of the company’s corporate or operational headquarters or principal place of business.

Also, the team considers the location of the principal trading market for the company’s common stock, the location(s) of a majority of the company’s assets or production of its goods and services, and the locations of the primary sources of the company’s revenues or profits.

The team invests in developed markets and emerging markets.

In selecting securities for the portfolio, the research team focuses on companies with growth characteristics that are likely to benefit from current macro?economic and global trends and possess sustainable competitive advantages.

Also, the research team integrates environmental, social and governance factors as part of its process.

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 portfolio holds generally between 35 and 45 companies.

However, the fund will invest at least 40% of its net assets in non?U.S. companies.

Also, the fund is diversified among at least three different countries, including the United States.

The fund may invest in exchange-traded funds.