BRAZ is a country specific fund, focusing on long-term capital appreciation through Brazilian stocks. Brazil is one of the largest countries, in terms of population and GDP, within the emerging market economies. The country is perceived to have favorable demographic trends, abundant natural resources, and market-friendly political reforms. Portfolio development begins with a proprietary quantitative screening process to identify the investable universe. Then using bottom-up analysis, analysts compile a recommendation list of their highest-conviction stocks within each sector. An investment team determines the model portfolio. Based on a combination of this information and using a four- to five-year investment horizon for growth, portfolio managers construct the underlying portfolio of 20-30 stocks. The fund expects to invest in a broad range of sectors, but may hold 25% or more in a particular sector. All positions are actively managed, balancing both growth and return profiles.
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