The fund seeks capital appreciation in the long term by investing in 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 invests in foreign equity securities but may invest in U.S. securities to a limited extent.
The team prefers companies that are estimated to trade below their fair values.
In addition, the team favors companies that are inexpensive on the basis of book value, earnings, cash flow, and sales.
Also, the team evaluates whether a company has above-average dividend yield, low corporate leverage and share price, as well as share repurchase programs.
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.
Additionally, the fund invests for the most part in developed countries with some exposure to emerging markets.
The fund is diversified by issuer, industry and country, and maintains investments in a minimum of five countries.
As part of the process, the fund seeks to reduce currency risk by hedging its perceived foreign currency exposure back into the U.S. dollar where practicable.
The fund seeks capital appreciation in the long term by investing in 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 invests in U.S. and foreign equity securities.
The team prefers companies that are estimated to trade below their fair values.
In addition, the team favors companies that are inexpensive on the basis of book value, earnings, cash flow, and sales.
Also, the team evaluates whether a company has above-average dividend yield, low corporate leverage and share price, as well as share repurchase programs.
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 is diversified by issuer and industry.
However, the fund invests in securities that are economically tied to the U.S. stock market and foreign stock markets of developed countries.
Also, the fund will have some exposure to emerging markets.
Additionally, the fund seeks to reduce currency risk by hedging its perceived foreign currency exposure back into the U.S. dollar where practicable.
The fund seeks capital appreciation in the long term by investing in 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 invests in U.S. and foreign equity securities.
The team prefers companies offering above-average dividend yields and that are trading at reasonable valuations.
In addition, the team favors companies that are inexpensive on the basis of book value, earnings, cash flow, and sales.
Also, the team evaluates whether a company has above-average dividend yield, low corporate leverage and share price, as well as share repurchase programs.
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 is diversified by issuer, industry, and country.
Also, the fund invests at least 40% of its net assets in foreign securities and in at least three countries in addition to the U.S.
The fund will generally have some exposure to emerging markets.
