Strategy

Seeks long-term growth of capital by:

  • Investing in a high-conviction portfolio of attractively valued companies located around the world with the potential to generate strong and sustainable returns on invested capital

  • Employing a bottom-up, research-driven approach to target companies with strong balance sheets, sustainable competitive advantages, proven management teams and an ability to consistently generate cash

  • Emphasizing superior stock selection, while seeking to minimize unintended risk factor exposures in order to deliver steadier outcomes

Portfolio Management Team



Related Insights

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The 2026 Global Equity Playbook

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:

  • Allocation risk
  • Derivatives risk
  • Emerging-markets risk
  • Equity securities risk
  • OTC derivatives counterparty risk
  • Real estate investment trust (REIT) risk
  • Smaller capitalization companies risk


Fund Literature