The fund seeks high current income and capital appreciation and income 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 the common stock of U.S. and foreign issuers and in other U.S. and foreign securities.
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 invests directly in equity or debt securities when they represent attractive investment opportunities.
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 the most compelling domestic, international and emerging market growth companies, regardless of market capitalization or sector.
The team favors companies with balance sheet strength, earnings and management teams with above-average potential for growth.
In addition, the team prefers companies in attractive industries located in countries with growing GDP and a stable political environment.
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 seeks capital appreciation in the long term by investing in small-size companies in the United States.
The sub-adviser’s 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.
In selecting securities for the portfolio, the research team seeks to identify securities which are inefficiently priced by the market relative to their potential upside.
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 portfolio holds approximately between 40 and 60 stocks.
Also, the fund may hold up to 15% of its net assets in American Depositary Receipts.
