The fund seeks capital appreciation in the long term 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 focuses on high quality, core businesses in the world's least developed economies or markets, such as emerging and frontier markets.
The team also relies on quantitative screening to identify companies that offer durable returns.
In addition, the team seeks to invest in what it considers to be great companies at good prices and good companies at great prices.
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 asset allocation may significantly shift between asset classes, sectors and geographic regions.
The fund may invest 40% of its net assets in securities of issuers either organized or having headquarters in countries outside the United States, or issuers have a majority of their assets or revenues attributable to countries outside the United States.
Also, the fund emphasizes issuers that will typically be organized, headquartered or economically linked to not less than three different countries other than the United States.
The fund seeks capital appreciation in the long term 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 focuses on the highest quality companies in developed foreign markets.
The team considers issuers either organized or having headquarters in developed countries outside the United States, or issuers having a majority of their assets or revenues attributable to developed countries outside the United States.
Then the team also relies on quantitative screening to identify companies that offer durable returns.
In addition, the team seeks to invest in what it considers to be great companies at good prices and good companies at great prices.
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 asset allocation may significantly shift between asset classes, sectors and geographic regions.
