| NASDAQ Exchange | United States Country |
The Subadviser is a globally focused investment company that aims to protect and enhance capital over the long term. It achieves this objective through a strategy of diversified investment in global equity securities. With a firm commitment to international exposure, the company maintains a significant portion of its assets in investments that are economically tied to a variety of countries beyond the United States. By dipping into the global market, the Subadviser leverages the potential of international economies to generate returns, reflecting a broad outlook on investment opportunities worldwide.
The Subadviser's investment strategy is encompassed within its diversified portfolio, structured around two key investment principles:
The cornerstone of the Subadviser's portfolio is its investment in global equity securities. This includes stocks and shares in companies across a range of sectors, ensuring diversification and the potential for capital growth through equity performance. The focus on equity investments allows the Subadviser to participate in the growth of companies worldwide, contributing to its goal of capital appreciation over the long term.
Under normal circumstances, the Subadviser commits at least 40% of its net assets to investments that are economically tied to countries outside of the U.S. Additionally, it ensures that these investments are spread across a minimum of three countries. This strategy not only diversifies the investment risk by spreading it across different markets but also enables the investment in regions with potentially higher growth prospects. The determination of an investment being economically tied to a country other than the U.S. revolves around providing exposure to non-U.S. issuers, allowing the Subadviser to tap into the economic dynamics and opportunities present in other countries.