The fund seeks capital appreciation in the long term by investing in 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 securities of companies located around the world.
The team prefers attractively valued companies that represent good, long-term investment opportunities.
In selecting securities for the portfolio, the research team focuses on companies that have the potential for growth.
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 looks to capitalize on investment opportunities generated by changes in international trade patterns and economic and political relationships.
