The fund seeks capital appreciation by investing in small-and mid-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 relies on a proprietary strategy to identify companies that will increase in value over time.
The research process is driven by fundamental analysis of one stock at a time. When evaluating individual securities, the team emphasizes companies whose earnings and revenues are not only growing, but growing at an accelerating pace.
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 invests in companies located in foreign developed countries.
However, the fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard or the Bloomberg Industry Classification Standard for the tobacco industry.
The fund seeks capital appreciation in the long term by investing in 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 focuses on securities of Japanese issuers and other investments that are tied economically to Japan.
In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.
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 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 focuses on securities of Japanese issuers and other investments that are tied economically to Japan.
In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.
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-and mid-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 focuses on companies whose securities may be traded on U.S. or non-U.S. securities exchanges, and may include American Depositary Receipts and other similar depositary receipts.
The research team considers value and growth companies that are estimated to trade below their fair values relative to their fundamentals.
According to the research team, value companies are those that are trading at a discount to their estimated intrinsic value with capital appreciation potential.
The team also considers growth companies that demonstrate accelerated earnings and profit growth prospects.
Additionally, 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.
In addition, the fund may invest up to 15% of its net assets in securities of foreign companies that are traded primarily on securities markets or exchanges located in emerging market countries.
The fund seeks capital appreciation in the long term by investing in small-and mid-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 focuses on companies whose securities may be traded on U.S. or non-U.S. securities exchanges, and may include American Depositary Receipts and other similar depositary receipts.
The research team considers value and growth companies that are estimated to trade below their fair values relative to their fundamentals.
According to the research team, value companies are those that are trading at a discount to their estimated intrinsic value with capital appreciation potential.
The team also considers growth companies that demonstrate accelerated earnings and profit growth prospects.
Additionally, 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.
In addition, the fund may invest up to 15% of its net assets in securities of foreign companies that are traded primarily on securities markets or exchanges located in emerging market countries.
The fund seeks capital appreciation by investing in small- and mid-size companies in developed non-U.S. markets.
The research process is driven by fundamental analysis of one stock at a time. The process is designed to focus on companies with established and sustainable business models, attractive earnings growth, and depressed stock prices.
The stock may be out of favor with investors for temporary reasons due to the cyclical nature of the industry or company undergoing transformation.
The investment team attempts to build a portfolio that is differentiated from its benchmark index with a long-term investment horizon.
The fund is geographically diversified and investments in Japan, U.K., France, and Canada account for 60% of total assets.
