Investment Process
Investment Objective:
The Fund seeks to obtain higher returns compared to the MSCI EAFE Index, while maintaining lower risk.
Investment Overview:
We believe markets are inefficient and that these inefficiencies can best be exploited through adherence to a valuation-centric investment process dedicated to the selection of securities on a bottom-up basis. Our team focuses primarily on fundamental securities analysis, valuation, and prospects for a return to fair valuation.