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 issued by companies in the industrials sector.

The te More

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 issued by companies in the industrials sector.

The team favors companies that are growing market share, benefitting from high barriers to entry, pursuing continuous operational improvement, and allocating capital prudently.

Also, the team considers factors such as, a company’s growth potential, valuation, cash flows and overall financial condition, strength of processes, and competitive position in its industry.

In addition, the team emphasizes companies that exhibit the ability to improve margins and growth rates with the presence of a near-term catalyst to unlock 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 invests at least 40% of its net assets (or 30% of its net assets if foreign market conditions are not deemed favorable) in securities issued by companies organized or located outside the U.S. or doing a substantial amount of business outside the U.S.

Also, the fund invests in at least five different countries, some of which may be located in emerging markets.

The fund invests in industries, such as aerospace and defense, building products and equipment, automobiles and automobile components, machinery, construction and engineering, electrical components and equipment, industrial technology,  business services, transportation, and manufacturing and industrial conglomerates.

Additionally, the fund is non-diversified, meaning it may invest a greater portion of its assets in fewer issuers than is permissible for a diversified fund.