The fund seeks primarily capital appreciation in the long term and secondarily current income 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.

Valuation is also part of the investment process.

The investment team considers an issuer to be non-U.S. based if the issuer is organized under the laws of a jurisdiction other than those of the U.S., or the securities of the issuer have a primary listing on a stock exchange outside the U.S. regardless of the country in which the issuer is organized, or the issuer derives 50% or more of its total revenue from goods and/or services produced or sold outside of the U.S.

Next, the research team relies on fundamental analysis to identify exceptional companies. The team believes exceptional companies save time, lives, money or headaches or provide an exceptional value proposition to consumers.

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 typically holds a portfolio of between 40 and 70 securities demonstrating the potential for growth.

Also, the fund may invest in securities of issuers located in emerging market countries.
 

The fund seeks primarily capital appreciation in the long term and secondarily current income 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.

Valuation is also part of the investment process.

The investment team considers an issuer to be non–U.S. based if the issuer is organized under the laws of a jurisdiction other than those of the U.S., or the securities of the issuer have a primary listing on a stock exchange outside the U.S. regardless of the country in which the issuer is organized, or the issuer derives 50% or more of its total revenue from goods and/or services produced or sold outside of the U.S.

Next, the research team relies on fundamental analysis to identify exceptional companies. The team believes exceptional companies save time, lives, money or headaches or provide an exceptional value proposition to consumers.

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 typically holds a portfolio of between 40 and 65 securities which have the potential for growth.

Also, the fund may invest in the securities of emerging or developing markets.

The fund seeks primarily capital appreciation and secondarily current income by investing in mid-size companies in the United States.

The disciplined fundamental investment process is designed to identify exceptional companies. The research team believes exceptional companies can generate attractive returns over the long term.

Next, the research team builds a concentrated portfolio of exceptional companies that have the potential to grow revenues and earnings significantly over a three-to-five-year investment time horizon. The team believes these companies exhibit long-term growth plan, durable revenue growth, defensible market presence and profitability characteristics.

The fund prefers to select the companies with revenues between $500 million and $5 billion at the time of initial purchase instead of relying on market capitalization range.

The fund seeks primarily capital appreciation in the long term and secondarily current income by investing in small-size companies in 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.

Valuation is also part of the investment process.

Next, the research team focuses on exceptional small companies that demonstrate the ability to become exceptional large companies.

In addition, the team favors companies rely on the utilization of innovative technology and insight to help address or redefine the challenges faced by institutions or consumers.

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 portfolio typically holds between 40 and 65 securities that have the potential for growth, and no more than 5% in cash.