Vaughan Nelson Emerging Markets Fund Investor Class (ADVKX)

Overview

The fund is designed to invest primarily in equity securities of companies significantly involved in emerging markets. These investments focus on organizations either based in, listed in, or with considerable operations within these dynamic areas of the global economy. By channeling at least 80% of its net assets, the fund aims to tap into the potential high growth offered by emerging markets. This strategic choice highlights a commitment to leveraging the opportunities presented by the rapid economic developments in these regions. The fund’s approach involves a detailed analysis to ensure that selected companies meet the requirement of having substantial revenue, profits, assets, or production capacities rooted in emerging economies—setting a benchmark that at least 50% of a company’s business metrics should align with these criteria.

Products and Services

• Equity investments in emerging markets

The primary service offered by the fund is its focus on equity investments in emerging market companies. This encompasses buying stocks or equity securities of companies that are either listed in stock exchanges of emerging markets, domiciled in such markets, or have significant operational footprints there. The goal is to benefit from the growth potential and economic expansions happening in these rapidly developing regions. Investments are carefully chosen based on a company's ability to meet specific criteria, such as deriving a significant portion of its revenue or net profits from, or having a substantial part of its assets or production capacities in, emerging market countries. The fund takes a comprehensive approach, evaluating potential investments on a case-by-case basis to ensure they align with its strategic objective of capitalizing on the economic dynamism of emerging markets.