The fund seeks capital appreciation in the long term 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 focuses on companies that are estimated to trade below their fair values with growth potential.
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.
Also, the manager invests in foreign companies, and has the flexibility to invest up to 20% of its net assets in emerging market countries.
From time to time, the fund may focus its investments in certain countries or geographic areas, including Europe and Japan.
When selecting investments, the fund may emphasize one or more sectors, including the financial services sector.