The fund seeks long-term capital appreciation by investing in companies in emerging markets in Asia, Latin America, Africa and other regions of the world.
The investment process is designed to identify companies with strong financial position, attractive earnings history and are estimated to offer strong long-term prospects.
The research process is focused on evaluating individual companies for its business model, earnings durability, market leadership, competitive dynamic, and management effectiveness.
The fund prefers to hold between 40 and 80 companies that offer the most attractive upside potential and are trading at most compelling valuations to their long term prospects.
The fund may invest in real estate investment trusts including foreign real estate companies operating in emerging markets. The fund may also invest in participation notes, a type equity-linked derivative which generally are traded over-the-counter.
In addition, the fund may concentrate its investment from time to time in one economic sector.
The fund seeks long-term capital appreciation by investing in small-cap companies in international markets outside the United States.
The investment process is designed to identify companies with strong financial position, attractive earnings history and are estimated to offer strong long-term prospects.
The research process is focused on evaluating individual companies for its business model, earnings durability, market leadership, competitive dynamic, and management effectiveness.
The fund prefers to hold between 40 and 90 companies that offer the most attractive upside potential and are trading at most compelling valuations to their long term prospects.
The fund primarily invests in companies operating in developed international markets but may invest in emerging markets as well.
The fund may invest in companies through equity securities issued as Global Depository Receipts, American Depository Receipts, and European Depository Receipts. In addition, the fund may invest in real estate companies or trusts and limited or master limited partnerships.
In addition, the fund may concentrate its investment from time to time in one economic sector.
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The disciplined and what the managers claim to be repeatable investment process starts with highlighting companies that are selling at a substantial discount to their intrinsic value but have strong long-term prospects.
Next, the research team employs intensive fundamental research to identify companies that are significantly undervalued based on market price relative to normalized earnings. The team also evaluates the company’s underlying financial condition and business prospects.
The investment team also considers prospective earnings, economic conditions, degree of competitive or pricing pressures, environmental, social and/or governance factors when assessing investment opportunities.
The concentrated portfolio is built without a focus on benchmarks but with a long-term horizon in mind.
The fund seeks long-term capital appreciation by investing in small-cap companies in the United States.
The investment process is designed to identify companies with strong financial position, attractive earnings history and are estimated to offer strong long-term prospects.
The research process is focused on evaluating individual companies for its business model, earnings durability, market leadership, competitive dynamic, and management effectiveness.
The fund prefers to hold between 40 and 90 companies that offer the most attractive upside potential and are trading at most compelling valuations to their long term prospects.
The fund may invest up to 20% of its net assets in foreign securities through American Depository Receipts or dollar-denominated foreign securities. The fund may invest up to 10% of its net assets in limited partnerships and master limited partnerships.
In addition, the fund may concentrate its investment from time to time in one economic sector.
