Strategy

Seeks long-term capital growth by:

  • Investing in stocks of companies throughout Europe 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




Investment Risks to Consider

These and other risks are described in the Portfolio'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
  • Focused portfolio risk
  • OTC derivatives counterparty risk
  • Portfolio turnover risk
  • Smaller capitalization companies risk


Fund Literature