Investment approach

The Strategy primarily invests in equity securities issued by companies established or operating in emerging markets and Asia ex-Japan. Bottom-up, fundamental research drives stock selection, and the managers are not bound by market capitalization restrictions or thresholds.

Strategy profile

The Strategy invests in well-capitalized emerging market and Asian ex-Japan companies that exhibit the potential for long-term growth. The managers seeks to purchase companies with strong management teams, sound governance and quality business models that they believe demonstrate the ability to succeed in the future. They believe in using temporary price pullbacks to buy companies that are underperforming their historical earnings potential. Using this approach, the managers believe the fund offers investors the potential for attractive, risk-adjusted return within an inherently volatile market.

Vehicle: Mutual Fund