Strategy

Seeks long-term capital appreciation by:

  • Investing primarily in Chinese and China-related stocks that offer compelling return potential 

  • Constructing a portfolio of high-conviction investments from across multiple industries, sectors or styles 

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

Portfolio Management Team




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
  • Focused portfolio risk
  • OTC derivatives counterparty risk
  • Portfolio turnover risk
  • Smaller capitalization companies risk


Fund Literature