The fund seeks capital appreciation in the long term by investing in companies across any size 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.
Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.
The fund has the flexibility to change the allocation of its investments at any time.
The fund invests primarily in securities listed on securities exchanges or actively traded in over-the-counter markets. The securities may be listed or traded in the form of American Depositary Receipts, Global Depositary Receipts or dual listed securities.
The fund invests in securities of foreign issuers located in emerging market or developing market countries.
The fund also may invest in exchange-traded funds and a variety of derivatives, including futures, options and other derivative instruments.
The fund seeks capital appreciation in the long term by investing in mega-and large-size companies outside the United States.
The fund manages assets with the help of two sub-advisers. The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.
The sub-advisers are Sands Capital Management, LLC, and Harding Loevner LP.
The sub-advisers’ 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 in equity and equity-related securities throughout the world, including in emerging markets.
The team prefers companies that exhibit the potential for above average returns and active currency strategies.
In selecting securities for the portfolio, the research team evaluates securities’ attractiveness by considering factors such as market valuation, corporate management competence and security-specific components of an issuer.
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 invests in securities that may be listed or traded in the form of American Depositary Receipts, European Depositary Receipts and Global Depositary Receipts, or other types of depositary receipts or dual listed securities.
In addition, the fund may also invest in government fixed income securities, exchange-traded funds, and a variety of derivatives such as futures, options, and swaps.
Also, the fund may invest in securities of issuers located in emerging market or developing market countries.
The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States.
The fund manages assets with the help of six sub-advisers. The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.
The sub-advisers are Dimensional Fund Advisors LP, Champlain Investment Partners, LLC, Martingale Asset Management, L.P., Baillie Gifford Overseas Limited, Polunin Capital Partners Limited, and Acadian Asset Management LLC.
The sub-advisers’ 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 in securities of companies traded on a principal U.S. exchange or U.S. over-the-counter market, and securities of non-U.S. companies in foreign countries, including emerging market countries.
In selecting securities for the portfolio, the research team evaluates securities’ attractiveness by considering factors such as market valuation, corporate management competence and security-specific components of an issuer.
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 invests in securities that may be listed or traded in the form of American Depositary Receipts, European Depositary Receipts and Global Depositary Receipts, or other types of depositary receipts or dual listed securities.
In addition, the fund may also invest in government fixed income securities, exchange-traded funds, real estate investment trusts and REIT-like entities, corporate bonds and a variety of derivatives such as futures, options, and swaps.
