Fund Description

The fund primarily invests in common stocks of U.S. and foreign companies, with the flexibility to invest in any country, including those with developing markets, while currently emphasizing developed markets like the United States and Western Europe. It targets mid- and large-cap companies, typically investing across at least three countries. The fund may also invest in preferred stocks and American Depositary Shares. The portfolio manager aims to identify quality companies with sustainable growth through a thematic investment approach, focusing on large-scale structural themes such as Mass Affluence, New Technology, Restructuring, and Aging. A long-term horizon coupled with a contrarian buy discipline informs investment decisions, guided by thorough fundamental analysis.