Description

This fund typically allocates a significant portion of its capital – generally at least 40% – to companies based outside the United States. However, if the Adviser deems market conditions unfavorable, this foreign investment minimum can be adjusted to 30%. While it primarily seeks opportunities in companies situated in established securities markets, it also has the flexibility to invest in issuers from emerging economies. The portfolio's holdings will be geographically distributed across diverse regions and nations, including the United States, but will always span a minimum of three distinct countries. It is important to note that this fund is classified as non-diversified.