The investment seeks long-term capital growth. The fund invests primarily in a portfolio of equity securities issued by foreign companies that the adviser has deemed as undervalued relative to the company; the company's competitive position and/or its growth prospects. It invests primarily in foreign stocks in developed markets. The fund invests in companies from both developed (including the United States) and emerging market countries. It may invest in exchange-traded funds, derivative contracts and hybrid instruments in order to implement its investment strategies.
Fund filings (PDF) »
Marc Halperin (Started: Sep 30, 1998)
Richard Winkowski (Started: Jul 1, 2009)
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