Strategy

Seeks to achieve long-term capital growth by: 

  • Investing primarily in stocks across emerging markets countries that offer compelling long-term return potential and attractive valuations 

  • Taking a long-term perspective in order to capitalize on short-term market inefficiencies created by investors’ overreaction to macroeconomic, industry, or company-specific concerns 

  • Employing a disciplined, bottom-up approach that combines fundamental research with proprietary quantitative tools to identify attractive investment opportunities 

Portfolio Management Team



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Investment Risks to Consider

These and other risks are described in the Fund's prospectus

Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:

  • Borrowing risk
  • Country risk
  • Currency risk
  • Derivatives risk
  • Emerging-markets risk
  • Equity securities risk
  • Industry/Sector risk
  • Liquidity risk
  • Portfolio turnover risk
  • Smaller capitalization companies risk
  • Taxation risk


Fund Literature