Description

Managed actively, this fund primarily seeks investment opportunities in companies operating across the globe. Its manager employs a systematic, bottom-up research methodology to identify firms demonstrating strong relative value and potential for capital appreciation. This involves a rigorous analysis of core fundamental metrics, financial statements, alternative datasets, and the rate of change in these fundamentals to ascertain financial robustness. The portfolio generally exhibits a preference for large and mid-capitalization companies, typically comprising between 30 and 70 individual securities. Despite its active management approach, the fund maintains a disciplined sector allocation, ensuring that its investments in each GICS sector remain within a 30% range of the corresponding sector weight of the MSCI World Index. Furthermore, its total exposure to emerging markets is capped at 15% of the fund's assets.