Description

The fund aims to generate capital growth. It primarily directs investments towards international companies, including those situated in developing economies. A key aspect of its strategy involves committing at least 80% of its assets to businesses with smaller market valuations. The portfolio is largely composed of common shares. Investments are spread across different countries and geographical areas for diversification. The advisor utilizes a fundamental research approach, assessing elements like each company's financial health, its standing within its industry, and the broader market and economic environment, to guide investment choices.