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 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 looks to invest in foreign companies. The team looks to seek superior companies not yet recognized by the market.

In addition, the team prefers high-quality companies with balance sheet strength and low debt, high returns on capital, durable competitive advantage and stable business and proven management teams.

Additionally, the team categorizes companies as best-in-class growth, fallen angels, and stalwarts.

According to the team, best-in-class growth refers to high-quality companies with stable growth and having lots of undiscovered opportunities.

In fallen angels, the team looks for growth companies whose future earnings power is not reflected in their current valuations.

As far as stalwarts are concerned, the team focuses on companies trading at reasonable valuations which have good 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 may invest a significant amount of its net assets in securities issued by companies domiciled in emerging and frontier market countries.

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.