The fund provides targeted exposure to the global equity markets. It primarily invests in stocks around the globe that pay a dividend or distribution, including real estate investment trusts and other types of equity securities. The portfolio is constructed using a bottom-up fundamental approach designed to identify high quality businesses. The adviser evaluates each companys financial conditions, management quality, earnings growth potential, as well as economic and industry competitive positioning. The fund has no size, style, and sector limitations. Investments may be removed when original attributes are no longer attractive in the opinion of the portfolio adviser.
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