Pacific Basin Equity

Inception Date: 1981

Objective: Seeks long-term returns at reduced risk by investing in companies that show attractive valuations.

Approach: Employs a disciplined investment process, combining quantitative screening models with original fundamental research.

Investment criteria: Equity securities of corporations in countries defined by the Morgan Stanley Capital International (“MSCIâ”) Pacific Basin Index or other similar indices. There is limited exposure to emerging and non-index markets; no bias in regard to the liquidity, capitalization or dividend profile of stocks.
Risk control: Risk/return assessment is always considered in constructing portfolios and central to the process.

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