The fund seeks capital appreciation in the long term by investing in mega-and large-size 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 focuses on stocks of non-U.S. companies
The team looks to invest in companies with a favorable combination of growth prospects and valuation.
In addition, the team favors companies with attractive business niche and prospects for earnings growth.
Also, the research team prefers companies that are trading at attractive valuation relative to its peers or its own historical norm.
Other factors in consideration to invest in a company is barriers to entry in its business, proven management team, balance sheet strength, and potential to grow dividends or conduct share repurchases.
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 to diversify among developed markets and, to a lesser extent, emerging market countries throughout the world.