Inception Date: 1986
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®") EAFE 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.