The fund seeks total return including dividend by investing in companies in developed international markets outside the United States.
The sub-advisor’s investment process is driven by fundamental research and quantitative analysis of one company at a time. The research team screens financial statements of companies in the regions that meet broad revenue and earnings growth and trends criteria.
The team then narrows the list with the help of detailed fundamental analysis of growth drivers, business model and long term sustainability of earnings.
The team favors established companies with a proven track record of earnings and a clarity on growth outlook with stocks trading at reasonable prices.
The fund is geographically diversified and investments Japan account about 25% of total assets with additional 42% invested in companies in Switzerland, U.K., France, and Denmark.