Smead International Value Fund Class I1 (SVXFX)

Overview

The described investment fund focuses on allocating its resources primarily to large-cap companies outside of the United States, thereby offering investors an avenue to diversify their portfolio with international stocks. By concentrating on non-U.S. entities, this fund aims to tap into the growth potential of developed markets beyond domestic borders. The fund operates under a strategy that involves investing a significant portion of its assets in a relatively small number of companies, with a portfolio size kept around 25 to 30 different entities, ensuring a keen focus on selected investments. The adherence to investing at least 80% of its net assets in non-U.S. company stocks, including the utilization of borrowings for investment purposes, underscores its commitment to providing exposure to the international equity space. Given its non-diversified status, the fund might exhibit higher volatility compared to diversified funds, but it also offers the potential for significant returns from its focused investments.

Products and Services

• Stock Investments in Non-U.S. Companies

  This primary service involves allocating at least 80% of the fund's net assets to purchasing stocks of non-U.S. companies. Specifically targeting large-cap entities in developed countries, this investment strategy aims to capitalize on the growth and stability offered by established markets outside the United States. By focusing on a select number of high-quality stocks, the fund seeks to achieve substantial returns over time.

• Managed Portfolio of 25-30 Companies

  The fund maintains a targeted approach by investing in approximately 25 to 30 companies, a strategy that allows for a concentrated but diverse exposure to the international market. This managed portfolio service focuses on identifying and investing in companies with solid growth potential and a strong market presence in their respective sectors, enabling the fund to potentially outperform broader market indices through careful selection and monitoring of investments.

• Investment Borrowing

  Leveraging borrowed capital for investment purposes serves as a strategy to amplify the fund's capacity to invest in high-potential stocks. By borrowing to invest, the fund aims to enhance its position in selected non-U.S. companies, potentially increasing returns for investors. However, this strategy also entails a higher level of risk, reflective of the fund's non-diversified nature and its focus on maximizing investment opportunities in the international market.