The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s 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 that are tied economically to countries throughout the world in both developed and emerging markets.

The team typically invests in three or more countries outside of the United States.

In addition, the team employs a top-down approach to country allocation and a bottom-up security selection process.

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 has the flexibility to allocate between growth and value stocks.

Also, the fund has the flexibility to invest more than 25% of its net assets in the securities of issuers located in the same country.