Companies generally in the market-cap range of the MSCI EAFE Index
Focuses on companies with above-average growth prospects, managed by good stewards of capital and trading at attractive valuations
Strives to provide solid upside participation with better downside protection
Utilizes a valuation driven discipline
We believe attractively valued companies managed by good stewards of capital may outperform the market over the long term. We seek to achieve our core investment goals by identifying growth-value anomalies. We seek good businesses with high or increasing returns on capital that have strong future growth prospects and are temporarily mispriced.
Our research-driven process seeks to achieve our core investment goals by identifying "growth-value anomalies" — companies with strong prospects to grow shareholder value that are managed by good stewards of capital and trade at attractive valuations.
To maintain a long-term, full-market-cycle perspective.
To emphasize companies with attractive returns on invested capital and free cash flow generation.