The fund seeks capital appreciation in the long term 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 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 seeks capital appreciation in the long term 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 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 seeks capital appreciation in the long term 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 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 seeks capital appreciation in the long term 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 looks to invest in foreign small/micro cap companies, and will invest in at least five of the countries included in the benchmark index.
The team favors companies not yet recognized by investors, and believes that these companies have greater growth potential.
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.
The fund seeks maximum 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 looks for high-quality companies demonstrating superior returns potential with reasonable risk.
In addition, the team considers anticipated economic growth rate, political outlook, current and forecasted inflation rates, currency outlook and interest rate environment to help identify countries and regions that are likely to offer the best investment opportunities.
The research process is driven by fundamental analysis of one stock at a time. When evaluating individual securities, the team prefers companies with above-average growth and superior capital appreciation potential; substantial capacity for growth in revenue through either an expanding market or market share.
Other metrics the team focuses on are a company’s balance sheet strength, quality of management; and differentiated or superior products and services or a steady stream of new products and services.
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 allocates its investments among at least eight different countries that spans developed and emerging markets outside of the U.S.
Also, the fund may invest up to 30% of its net assets in emerging market securities, but no more than 10% in any one emerging market country.
The fund also relies on regional portfolio managers based in Europe, Japan and Asia (outside Japan) for the best available investment opportunities from each of those three regions.
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 focuses on foreign micro-capitalization 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 exhibit above-average potential for growth in revenue and earnings.
The team also visits companies to meet with senior 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.
Additionally, the fund may invest a significant amount of its net assets in securities issued by companies domiciled in emerging markets and frontier markets.
These companies typically are located in the Asia-Pacific region, Eastern Europe, the Middle East, Central and South America, and Africa.
The fund will invest in at least five of the countries included in the benchmark index.
In addition, the fund may invest in early stage companies that exhibit excellent long-term growth potential.
Also, the fund may invest a large percentage of its net assets in a particular region or market, including Asia, India, Japan, Europe, and the United Kingdom.
The fund may invest a large percentage of its assets in a few sectors, including communication services, consumer staples, financials, healthcare, industrials, and information technology.
The fund may also invest in initial public offerings.
