| NASDAQ Exchange | United States Country |
The fund is an investment platform targeting high return opportunities in global markets excluding the United States. It is designed to outperform the MSCI All Country World ex-USA Growth Index through strategic equity investments. By allocating at least 80% of its total assets into equity investments, the fund commits to a robust engagement in the global equities landscape. Its focus is on fostering a diversified portfolio comprising equity securities from a myriad of foreign companies situated in both developed and emerging markets outside the U.S. The primary criterion for company selection involves a market capitalization threshold of over $3 billion, ensuring investments are made into established entities with solid market presence.
This constitutes the core offering of the fund, where investments are channeled into stocks or equity securities of foreign companies. The strategy is to pick companies that exhibit the potential for high returns, surpassing the benchmarks set by the MSCI All Country World ex-USA Growth Index. This approach encompasses both developed and emerging markets aside from the U.S., aiming at capital growth over time.
The fund prioritizes diversity in its investment portfolio by spreading its capital across a variety of sectors and geographical locations. This is to mitigate risk and take advantage of growth opportunities globally. A significant emphasis is placed on investing in companies with a substantial market capitalization, specifically over $3 billion. This strategy ensures that the investments are stable and capable of yielding high returns in the long run.