The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.
The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.
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 growth-oriented securities.
The team prefers attractively valued companies that represent good, long-term investment opportunities.
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 fund will invest a significant portion of its net assets outside the United States, including in emerging markets.