The investment seeks long-term capital appreciation. The fund invests in a diversified portfolio consisting mostly of equity securities of companies located outside the U.S., which may include companies in emerging markets. It will invest at least 80% of its assets (net assets plus any borrowings for investment purposes) in the equity securities of "small capitalization" companies located outside of the U.S. The fund expects that the majority of its investments will be in the developed markets of Canada, Western Europe, Asia and Australasia. It may invest more than 25% of net assets in securities of companies located in each of the United Kingdom and Japan.
Fund filings (PDF) »
Michael Welhoelter (Started: Jul 1, 2009)
William Priest (Started: Jul 1, 2009)
Eric Citerne (Started: Feb 28, 2011)
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