The fund seeks capital appreciation 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 securities of both foreign (including emerging markets) and domestic issuers.

The research proces More

The fund seeks capital appreciation 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 securities of both foreign (including emerging markets) and domestic issuers.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on a company’s valuation, price and earnings momentum, and earnings quality,

Additionally, the team considers factors such as an issuer's earnings, cash flows, competitive position, and management ability.

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 invests at least 40% of its net assets (or 30% of its net assets if conditions are not deemed favorable) in foreign securities.

Also, the fund invests its net assets in investments that are tied economically to a number of countries throughout the world.

A significant portion of the fund's net assets are in the securities of issuers organized or located outside the United States, whose primary listing exchange for securities is located outside the United States, or whose largest amount of revenues or profits are derived from countries outside the United States.

In addition, the fund's investments will be diversified in at least three countries, one of which is the United States, and may include developed and emerging market countries.

The fund may invest a significant percentage of its net assets in securities of issuers in a single country, a small number of countries, or a particular geographic region.