Description

The fund predominantly allocates its assets to equity instruments issued by companies across both the U.S. and international markets. Beyond ordinary common stock, it also has the flexibility to invest in other equity-linked securities, such as preferred shares, convertible bonds, stock rights, or warrants. It typically diversifies its holdings across numerous global economies, with the ability to invest in any nation, including those considered developing or emerging markets. A core strategy is to maintain investments in at least four distinct countries, with the United States always being one of them.