The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The adviser’s investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

Next, the research team looks for companies with revenues and earnings growth. The team focuses on companies trading at a discount to their estimated intrinsic value as determined by low earnings and cash flow and high dividend yields.

The fund has diversified its investments across industries and companies.

The fund seeks capital appreciation in the long term by investing in mega-and large-size companies 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 looks for companies with revenues and earnings growth and that are trading at discounts to their estimated intrinsic value.

In addition, the team evaluates companies on the basis of valuation multiples such as earning and cash flow, and higher dividend yields.

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 invests significantly in companies with their headquarters, and at least half of their assets and earnings, outside the US.

Also, the fund diversifies its investments among many countries, predominantly those with mature markets such as Europe and Canada.

Additionally, the fund may invest across industries, companies, and countries.

The fund has the flexibility to invest in companies across all market capitalizations.