The fund seeks capital appreciation in the long term by investing in companies across any size 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 stocks of mature economies.

The team looks for companies domiciled in developed countries outside of the United States.

Also, the team defines companies domiciled outside the United States as securities listed primarily on exchanges outside of the United States.

Then the team seeks to identify companies that demonstrate growth potential.

Next, the team relies on fundamental analysis to evaluate a company’s assets, liabilities and earning. Additionally, the team reviews a company’s public filings, meets with company executives and employees, suppliers, customers and competitors.

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 prefers to hold securities for a period of two years or more.