| NASDAQ Exchange | US Country |
The fund is designed to offer investors exposure to a broad range of global equities, focusing on companies that are deemed to be of high quality and undervalued. By targeting both established and emerging markets, the fund aims to capture growth opportunities worldwide. The investment strategy heavily relies on the expertise of the Adviser to select securities that, at the time of purchase, offer attractive valuations relative to their perceived true value. The fund’s benchmark, the MSCI All Country World Index, reflects its global investment horizon, targeting companies of various capitalizations across developed and emerging markets.
As a primary investment focus, the fund allocates assets into equity securities of companies around the globe. These can range from shares of public corporations in well-established markets to those in emerging economies, aiming to benefit from both growth and value investing strategies.
The Adviser employs a rigorous selection process to identify companies that are not only of high quality in terms of their business operations, management, and market position but are also undervalued in the market. This dual focus seeks to ensure investments in entities with a strong potential for appreciation.
Beyond publicly traded equities, the fund may also explore opportunities in privately placed and restricted securities. These investments often offer higher growth potential due to their less public exposure and can be an avenue for diversification. However, they also come with higher risk and liquidity issues, which are carefully assessed by the Adviser.