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 ("MSCI®") All Country Asia Pacific Free Excluding Japan Index or other similar indices. The investment has significant exposure to emerging markets in Asia. We do not have any bias in regard to capitalization or dividend profile of stocks that appear in the portfolio, although we are always mindful of liquidity concerns.
Risk Control: Risk / return assessment is always considered in constructing portfolios and central to the process.