Lyrical International Value Equity Fund Institutional Class (LYRWX)

Overview

The fund is an investment entity focused on harnessing the potential of mid-capitalization and large-capitalization companies that are perceived to have low valuations relative to their anticipated long-term earnings. By centering its investment strategy on such companies, the fund aims to achieve its investment objective through a well-curated, diversified portfolio. Primarily, the investments are channeled into common stocks that are listed on non-U.S. international developed market securities exchanges. This approach underlines the fund's commitment to exploring opportunities beyond the domestic markets, seeking growth through international exposure. Additionally, the fund's strategy includes a stipulation that it will consistently invest at least 80% of its net assets, in addition to any borrowings earmarked for investment purposes, in common stocks, thereby ensuring a significant focus on equity investment in its portfolio management.

Products and Services

• Investment in Mid-Cap and Large-Cap Stocks

The core of the fund's investment strategy revolves around allocating resources into mid-cap and large-cap companies. These companies, carefully selected based on their low valuation relative to their forecasted long-term normalized earnings, are believed to offer favorable growth prospects. By focusing on such stocks, the fund aims to capitalize on the potential undervaluation, anticipating significant returns as the market corrects these valuations over time.

• International Developed Market Securities Investments

To diversify its portfolio and mitigate risks associated with focusing solely on a single market, the fund invests in common stocks traded on international developed market securities exchanges. This strategy allows the fund to tap into the growth dynamics of various economies, leveraging international market trends to benefit investors. The emphasis on non-U.S. markets underscores the fund's global investment outlook, aiming to benefit from diverse economic cycles and valuation disparities.