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 invests in securities of well-financed real estate and real estate-related companies, or in companies which own significant real estate assets or derive a significant portion of gross revenues or net profits from real estate-related companies.
In selecting securities for the portfolio, the research team focuses on companies that are trading at discounts to their estimated intrinsic value.
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 may also acquire senior securities, such as preferred stocks and debt instruments of real estate companies or loans secured by real estate or real estate-related companies that have above-average yield potential.
Additionally, the fund also invests in both domestic and foreign securities.
The fund seeks capital appreciation in the long term by investing in small-size companies 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.
Next, the research team invests in well-financed companies that are trading at discounts to their estimated intrinsic value.
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 may also acquire senior securities of small companies, such as preferred stocks and debt instruments that are estimated to trade below their fair values.
In addition, the fund also invests in both domestic and foreign securities.
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 invests in well-financed companies that are trading at discounts to their estimated intrinsic value.
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 may invest in companies of any market capitalization and across all industries.
Additionally, the fund may also acquire senior securities, such as convertible securities, preferred stocks and debt instruments that are undervalued.
The fund also invests in both domestic and foreign securities.
