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 equity securities globally.
The team focuses on securities that exhibit low volatility returns.
In addition, the team reviews a company’s track record of earnings growth and estimated future growth, valuation, and price momentum.
Also, the research team integrates environmental, social and governance factors as part of its process.
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 securities denominated in U.S. dollars and the currencies of the foreign countries in which it may invest.