Description

This investment vehicle aims to deliver superior total returns compared to the Russell 1000® Value Index, particularly in typical market environments. It achieves this by constructing a core portfolio primarily composed of U.S. corporate equities. This equity allocation is strategically augmented by an absolute return bond strategy, designed to generate additional alpha. The fund retains the option to allocate a maximum of 25% of its overall capital to investments intrinsically linked to developing economies. Ordinarily, its exposure to non-U.S. dollar currencies or securities denominated in foreign currencies will be capped at 35% of its total asset base.