DoubleLine Shiller Enhanced International CAPE Fund Class N (DLEUX)

Overview

The company is an investment advisor focused on achieving total return, which encompasses both capital appreciation and current income. It aims to outperform the MSCI Europe Net Return USD Index over a complete market cycle. By employing a strategic combination of derivatives and direct investments, the advisor intends to replicate the performance of the Shiller Barclays CAPE® Europe Sector Net TR NoC USD Index. This index is a composite of issuers from fifteen different countries, predominantly within Europe, signifying a diversified geographical investment focus.

Products and Services

• Total Return Investment Strategy

  This strategy is designed to achieve returns through capital appreciation and current income with the objective of exceeding the benchmark MSCI Europe Net Return USD Index. The approach is holistic, considering a full market cycle to maximize potential returns for investors.

• Derivatives and Direct Investment Mix

  Utilizing a blend of derivatives and direct investments allows the advisor to approximate the performance of the Shiller Barclays CAPE® Europe Sector Net TR NoC USD Index. This method provides flexibility and diversification, reducing direct exposure to market volatilities while attempting to secure consistent returns.

• Focus on European Markets

  The investment focus is on issuers located within fifteen different countries across Europe. This geographical concentration in a developed and diverse market enables the advisor to tap into various sectors of the European economy, potentially maximizing returns through strategic selection and allocation.