Dynamic International Opportunity Fund Class N (ICCNX)

Overview

This fund is primarily focused on investing in ETFs that enable exposure to companies situated in developed, emerging, and frontier international markets. Utilizing a proprietary quantitative framework, the fund meticulously assesses investment opportunities in non-U.S. equity markets. This framework allows for informed decision-making based on the distinctive risk/reward characteristics inherent to each market. By investing in ETFs, the fund seeks to gain exposure to specific countries, regions, or markets, aiming to optimize returns for investors by strategically navigating the global investment landscape. The fund's commitment to a quantitative approach ensures a systematic evaluation of potential investments, providing a structured pathway to identifying high-potential international equity opportunities.

Products and Services

• ETF Investments

  The core focus of the fund lies in investing in Exchange-Traded Funds (ETFs) that provide access to a broad spectrum of companies across developed, emerging, and frontier markets worldwide. These ETFs are carefully selected based on a comprehensive, quantitative analysis of the risk/reward profile of the target markets, providing a diversified investment portfolio that spans across various international territories. By leveraging ETFs, the fund capitalizes on the flexibility and liquidity of these investment vehicles, while simultaneously tapping into the growth potential of global markets.

• Direct Investments in Derivatives

  Besides ETFs, the fund also engages in direct investments in derivative instruments such as futures contracts and options. This strategy is employed as a means to enhance the fund's market exposure, manage risks, or speculate on the future price movements of underlying assets. Derivatives are instrumental in the fund's investment strategy, allowing for a more dynamic and adaptable approach to achieving its overarching goal of capitalizing on international market opportunities. Through derivatives, the fund can efficiently hedge against market volatility or pursue additional returns, complementing its ETF-centric investment framework.