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 looks for quality growth companies trading at reasonable valuations.
The team prefers companies that are innovative, operate within a favorable market structure with high barriers to entry and enjoy structural growth tailwinds.
In addition, the team focuses on companies with a superior business franchise that offers growth potential.
The team assesses if the company’s products and services have a competitive advantage.
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 foreign companies in developed markets such as Japan, Canada and the United Kingdom, and in emerging markets such as China, India and Brazil.
Also, the fund may invest in larger-sized companies.
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 invests in securities of foreign 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 a company’s financial statements and management record and structure.
Additionally, the team considers a company’s operations, product development and industry competitive position.
In addition, the team prefers companies with conservatively-capitalized balance sheets, high and consistent internal rates of return, and a favorable market position within healthy and growing industries.
The team also considers the effect of worldwide trends on the growth of particular business sectors and looks for companies that may benefit from those trends.
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 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 foreign securities, including emerging market securities.
The team favors companies exhibiting above average earnings growth potential.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team prefers companies with good fundamentals and growth prospects.
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.
Also, the fund invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.
The fund has the flexibility to invest across all market capitalizations, but primarily invests in securities of companies with small to medium capitalizations.
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 focuses on foreign securities, including emerging market securities.
The team favors companies exhibiting above average earnings growth potential.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team prefers companies with good fundamentals and growth prospects.
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.
Also, the fund invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.
The fund has the flexibility to invest across all market capitalizations, but primarily invests in securities of companies with small to medium capitalizations.
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 focuses on foreign securities, including emerging market securities.
The team favors companies exhibiting above average earnings growth potential.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team prefers companies with good fundamentals and growth prospects.
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.
Also, the fund invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.
The fund has the flexibility to invest across all market capitalizations, but primarily invests in securities of companies with small to medium capitalizations.
The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.
The sub-advisers’ 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 that are located in, or that have economic ties to, Asia (excluding Japan).
The fund normally invests in Asian countries such as China, Hong Kong, India, Indonesia, Malaysia, Philippines, Singapore, South Korea, Taiwan, and Thailand.
Other Asian countries in which the fund invests include Pakistan, Sri Lanka, and Vietnam.
In addition, the team prefers high-quality companies that demonstrate the ability to compound earnings and sustain superior cash flows over time.
Also, the team favors companies that are trading at reasonable prices in relation to present or anticipated earnings, cash flow, or book value.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team selects stocks that have the most favorable combination of company fundamentals, earnings potential, and relative valuation.
Additionally, the team favors well-established companies with leading market positions, attractive business niche, competitive advantages in an attractive industry, and proven management teams.
The team seeks companies that demonstrate the ability to consistently increase revenues, earnings, and/or cash flows with prudent capital allocation and balance sheet management.
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 manager invests with an awareness of the outlook for certain industries, sectors, and individual countries within the region.
However, country allocation is driven largely by stock selection.
The fund may at times invest significantly in certain sectors, such as the financials sector.
Also, the fund is non-diversified meaning it may invest a greater portion of assets in a single company.
The fund has the flexibility to invest across all market capitalizations, but typically focuses its investments on large-and mid-cap stocks.
The fund seeks capital appreciation by investing in small- and mi d-size companies in international markets outside the United States.
The investment process starts with a list of companies that are included in the benchmark index and with the help of fundamental research techniques identifies companies with improving fundamentals and business momentum.
The research team relies on structured qualitative and quantitative research for its stock selection process. The fund builds a diversified portfolio that depicts faster growth and trades at a cheaper price to earnings of the benchmark index.
The fund’s country and sector allocation approximate the allocations in the index and attempt to generate additional return to the index through stock selection.
Geographically the fund is diversified and Europe accounts for 40% of total investments, about 20% in Japan and 15% in Asia Pacific region.
