The fund seeks capital appreciation 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 invests across various asset classes and sectors of the US, foreign and emerging markets equity, fixed income and commodities markets.
The strategy achieves its equity, fixed income and commodities market exposures principally through investing in exchange-traded funds, open-end funds and closed-end funds (Underlying Funds).
The team evaluates companies on the basis of economic growth, unemployment, inflation as well as consideration of monetary or fiscal policy.
Also, the team looks to capitalize on temporary differences in relative prices of broad asset classes as well as regional and sector exposure.
In addition, the team seeks to take advantage of upward trends or downwards trends in an asset class, region, sector, industry or security.
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 relies on research data and market reports of multiple research providers for allocation of the fund’s net assets between equities, fixed income and commodities.
The fund may also have commodities investment exposure to diversified commodities, metals, energy and agriculture.
The fixed income securities in which the fund invests are US government securities and investment grade and non-investment grade US, foreign and emerging market corporate debt of any maturity.
