Strategy

Seeks long-term growth of capital by:

  • Investing at least 90% of its assets in equity securities of companies anywhere in the world, including emerging markets

  • Exploiting pricing opportunities that arise from investors’ overreactions to macroeconomic, market, industry or company changes

  • Using fundamental research and a proprietary quantitative risk/return model to select securities that appear to be undervalued and to offer attractive Shareholder returns

Portfolio Management Team



Related Insights

Article
Global Macro Outlook: First Quarter 2026
Article
Why Market Timing Feels Right—and Often Goes Wrong
Video
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:

  • Derivatives risk
  • Emerging-markets risk
  • Equity securities risk
  • OTC derivatives counterparty risk
  • Portfolio turnover risk


Fund Literature