The strategy seeks long-term capital appreciation and is available in separate accounts, CITs, and limited partnerships.
Strategy Description
Proprietary Ranking Process
- Quantitative model derived from the best practices of traditional fundamental analysis
- Each security within the universe is ranked (1-10) based on traditional valuation metrics, as well as momentum and profitability factors
- Rankings seek to systematically identify undervalued stocks that simultaneously exhibit other attractive characteristics
- This multi-factor approach targets balanced or “well-rounded” securities
Process Built to be Balanced & Robust
Investment Universe
- Evaluates approximately 1,900 companies in 26 emerging markets
– Market capitalization generally less than ~$3.5 billion - Stocks are grouped by country
We integrate Environmental, Social and Governance factors into our investment process.