Why choose this strategy?
- Employs a disciplined, value-oriented investment approach aimed at delivering consistent performance and mitigating global risks.
- Seeks competitive long-term performance by investing in a focused portfolio grounded in disciplined, bottom-up research.
- Managed by an experienced team that conducts thorough research and analysis to identify undervalued opportunities worldwide.
Investment strategy
- Focuses on selecting equities of international companies that appear undervalued relative to their intrinsic value.
- Uses a bottom-up research method to identify companies with strong fundamentals, competitive advantages, and long-term growth potential.
- Builds the portfolio primarily through ADRs, which provide exposure to international companies while trading on U.S. exchanges.
- Emphasizes risk management by diversifying across various regions and sectors to minimize geopolitical and economic volatility.
- Maintains flexibility to adjust holdings in response to changing market conditions, while adhering to a disciplined value investment philosophy.
