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Japan Smaller Capitalization Equity Strategy

Inception Date: 1990

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

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

Investment Criteria: Investments are primarily selected from the equity securities of corporations listed on the Japanese over-the-counter market. The portfolio can also invest in the securities of companies listed on the Tokyo Stock Exchange Second Section, Tokyo Stock Exchange Mothers Section, and regional exchanges. Benchmarks for this investment include the Nikkei OTC Index, JASDAQ Index or other similar indices. We do not have any bias in regard to 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.

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