FMI International Fund Institutional Class (FMIYX)

Overview

The fund is an investment vehicle focusing on large capitalization value stocks of foreign companies, defined as entities with a market capitalization exceeding $5 billion at the time of initial investment. This criterion targets the fund towards investing in established, high-value companies outside of the United States. By mandating that at least 65% of its total assets be invested in the equity securities of non-U.S. companies, the fund commits to a significant exposure in international markets. The emphasis on companies with global operations rather than those confined to a specific country or region encapsulates its strategy to diversify investment and minimize risks associated with any single market or geographic area.

Products and Services

• Investment in Large Capitalization Value Stocks

  This product focuses on purchasing equity securities of foreign companies with a market capitalization of more than $5 billion. It aims to provide investors with exposure to value stocks, typified by securities that are believed to trade at a lower price relative to their fundamentals. Such investments offer the potential for considerable growth and are a cornerstone of the fund's strategy.

• Equity Securities of Non-U.S. Companies

  The fund dedicates at least 65% of its total assets to investing in the equity securities of non-U.S. companies, spotlighting its intent to diversify across international markets. This strategy mitigates the investor's risk by not being overly reliant on the economic conditions of any single country, providing a broad exposure to global economic performances.

• Focus on Global Operations

  Preference is given to companies with global operations rather than those whose business is confined to a particular country or region. This approach not only diversifies risk but also aims at tapping into the growth potential of companies with a wide-reaching operational base. It reflects the fund's objective to invest in entities that have the capability and market presence to sustain and grow their operations internationally.