The fund seeks capital appreciation and income by investing in mega-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 at least 40% of the fund’s net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S.

This may also include companies that have their securities traded on non-U.S. exchanges or that have securities that trade in the form of depositary receipts, companies that have been formed under the laws of non-U.S. countries, including those of emerging markets, or foreign currencies. 

The team considers a company to conduct its principal business activities outside the U.S. if it derives at least 50% of its revenue or profits from business outside the U.S. or has at least 50% of its sales or assets outside the U.S.

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 may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector.

Also, from time to time, the fund may focus its investments in certain countries or geographic areas, including Europe.

The fund may invest in derivatives, such as forward contracts for both hedging and non-hedging purposes.
 

The fund seeks capital appreciation and income by investing in mega-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 at least 40% of the fund’s net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S.

This may also include companies that have their securities traded on non-U.S. exchanges or that have securities that trade in the form of depositary receipts, companies that have been formed under the laws of non-U.S. countries, including those of emerging markets, or foreign currencies. 

The team considers a company to conduct its principal business activities outside the U.S. if it derives at least 50% of its revenue or profits from business outside the U.S. or has at least 50% of its sales or assets outside the U.S.

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 may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector.

Also, from time to time, the fund may focus its investments in certain countries or geographic areas, including Europe.

The fund may invest in derivatives, such as forward contracts for both hedging and non-hedging purposes.
 

The fund seeks primarily capital appreciation and secondarily income 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 Invests in securities of U.S. and foreign companies.

The team focuses on companies that are trading at discounts to their estimated intrinsic value.

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.

While the fund does not concentrate in any one industry, from time to time, based on economic conditions, it may make significant investments in certain sectors.

The fund also invests in merger arbitrage securities and the debt and equity of distressed companies.

Also, the fund may invest up to 100% of its net assets in foreign securities and participations in foreign government debt.

However, from time to time, based on economic conditions, the fund may have significant positions in particular countries or regions.

The fund seeks primarily capital appreciation and secondarily income 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 Invests in securities of U.S. and foreign companies.

The team focuses on companies that are trading at discounts to their estimated intrinsic value.

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.

While the fund does not concentrate in any one industry, from time to time, based on economic conditions, it may make significant investments in certain sectors.

The fund also invests in merger arbitrage securities and the debt and equity of distressed companies.

Also, the fund may invest up to 100% of its net assets in foreign securities and participations in foreign government debt.

However, from time to time, based on economic conditions, the fund may have significant positions in particular countries or regions.

The fund seeks capital appreciation 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 Invests in securities of U.S. and foreign companies.

The team favors companies that are trading at discounts to their estimated intrinsic value.

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.

While the fund does not concentrate in any one industry, from time to time, based on economic conditions, it may make significant investments in certain sectors.

The fund also invests in merger arbitrage securities and the debt and equity of distressed companies.

Also, the fund may invest up to 100% of its net assets in foreign securities and participations in foreign government debt.

However, from time to time, based on economic conditions, the fund may have significant positions in particular countries or regions.

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 invests in well-financed companies that are trading at discounts to their estimated intrinsic value.

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 may invest in companies of any market capitalization and across all industries.

Additionally, the fund may also acquire senior securities, such as convertible securities, preferred stocks and debt instruments that are undervalued.

The fund also invests in both domestic and foreign securities.
 

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 invests in well-financed companies that are trading at discounts to their estimated intrinsic value.

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 may invest in companies of any market capitalization and across all industries.

Additionally, the fund may also acquire senior securities, such as convertible securities, preferred stocks and debt instruments that are undervalued.

The fund also invests in both domestic and foreign securities.
 

The fund seeks capital appreciation in the long term by investing in 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 equity securities, as well as publicly traded real estate investment trusts.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on domestic and international economic developments, outlooks for securities markets, interest rates and inflation, the supply and demand for securities, and analysis of specific issuers.

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 may invest in both domestic securities and securities of issuers domiciled in or economically tied to countries outside the United States, including developing countries.

The fund seeks capital appreciation in the long term by investing in 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 equity securities, as well as publicly traded real estate investment trusts.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on domestic and international economic developments, outlooks for securities markets, interest rates and inflation, the supply and demand for securities, and analysis of specific issuers.

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 may invest in both domestic securities and securities of issuers domiciled in or economically tied to countries outside the United States, including developing countries.