The fund seeks capital appreciation by investing in small-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 in countries world-wide, including the United States, foreign developed countries and emerging markets.
The fund will invest at least 40% of its net assets in securities of issuers located outside of the United States.
Also, the fund will allocate its assets among at least three different countries (one of which may be the U.S.).
In addition, the team prefers stocks of companies that have the potential to increase in value over time.
The research process is driven by fundamental analysis of one stock at a time.
Also, the research team integrates environmental, social and governance factors as part of its process.
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 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.
The fund’s objective is to appreciate capital through investing in small-size companies around the world including the United States.
The investment process starts with a list of companies that are in the bottom 30% of the benchmark. The research team then narrows the investable universe to a list of companies that meet size, quality and growth criteria on earnings, cash flows and return on investments.
The team then looks for companies with sustainable and attractive long-term growth outlook that are trading at a reasonable prices.
The fund generally has about 50% of its investment in the U.S. and 25% in Japan, Germany, France, U.K., and Canada.
The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.
The sub-adviser’s 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 companies located anywhere in the world.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team relies on fundamental analysis to focus on the market price of a company’s securities relative to its long-term earnings, asset value and cash flow potential.
In addition, the team considers a company’s valuation multiple such as earnings, as well as profit margins and liquidation 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 a significant amount of its net assets in the securities of companies located in emerging markets.
Also, the fund will invest its net assets in issuers located in at least three different countries (including the United States) and will invest at least 40% of its net assets in foreign securities.
The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.
The sub-adviser’s 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 companies located anywhere in the world.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team relies on fundamental analysis to focus on the market price of a company’s securities relative to its long-term earnings, asset value and cash flow potential.
In addition, the team considers a company’s valuation multiple such as earnings, as well as profit margins and liquidation 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 a significant amount of its net assets in the securities of companies located in emerging markets.
Also, the fund will invest its net assets in issuers located in at least three different countries (including the United States) and will invest at least 40% of its net assets in foreign securities.
The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.
The sub-adviser’s 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.
The process utilizes both fundamentally based, bottom-up techniques with top-down, industry and sector analysis to identify global opportunities.
Next, the research team invests in equity securities of global companies.
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 companies that are estimated to trade below their fair values.
The team also favors well-managed companies that have flexible balance sheets.
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 invests in the securities of companies located in no fewer than three countries, which may include the U.S., and may invest more than 25% of its net assets in any one country.
Also, the fund may invest up to 10% of its net assets in emerging market equity securities.
