The fund seeks long-term capital appreciation by investing in large- and mid-cap companies in the U.S.
The investment process starts with a list of companies with $5 billion in market capitalization or higher. Then the research team with the help of fundamental analysis and quantitative research narrows the list to market leaders with growing free cash flows and strong financial positions.
The team then with the help of qualitative analysis estimates intrinsic value of the select businesses that are clearly understood by investment team.
The team favors companies that are trading at least below 60% of their intrinsic values.
The fund may invest as much as 30% of its assets in non-U.S. securities including securities issues by companies in emerging markets and American depository receipts.
The fund seeks long-term capital appreciation by investing in companies in the U.S. and around the world.
The investment process starts with a list of companies with market capitalization of $3 billion and higher in developed markets and emerging countries.
Then the research team with the help of fundamental analysis and quantitative research narrows the list to market leaders with growing free cash flows and strong financial positions.
The team then with the help of qualitative analysis estimates intrinsic value of the select businesses that are clearly understood by investment team.
The team favors companies that are trading at least below 60% of their intrinsic values and builds a concentrated fund of 15 to 22 holdings.
The fund invests at least 40% of its assets in non-U.S. securities including securities issues by companies in emerging markets and American depository receipts.
The fund seeks long-term capital appreciation by primarily investing in companies outside the United States.
The investment process starts with a list of companies with market capitalization of $1 billion and higher in developed markets and emerging countries.
Then the research team with the help of fundamental analysis and quantitative research narrows the list to market leaders with growing free cash flows and strong financial positions.
The team then with the help of qualitative analysis estimates intrinsic value of the select businesses that are clearly understood by investment team.
The team favors companies that are trading at least below 60% of their intrinsic values and builds a concentrated fund of 15 to 22 holdings.
The fund invests at least 65% of its assets in non-U.S. securities including securities issues by companies in emerging markets and American depository receipts.
The fund seeks long-term capital appreciation by investing in small-cap companies in the U.S.
The investment process starts with a list of small-cap companies with $1 billion in market capitalization and less than $8 billion. Then the research team with the help of fundamental analysis and quantitative research narrows the list to market leaders with growing free cash flows and strong financial positions.
The team then with the help of qualitative analysis estimates intrinsic value of the select businesses that are clearly understood by investment team.
The team favors companies that are trading at least below 60% of their intrinsic values and builds a concentrated fund of 15 to 22 holdings.
The fund may invest as much as 30% of its assets in non-U.S. securities including securities issues by companies in emerging markets and American depository receipts.
