The Active Global Equity investment strategy is designed to seek a favorable long-term rate of return, through capital appreciation and investment income, that outperforms the MSCI World Index.
The portfolio management team seeks to invest in a broadly diversified portfolio of foreign and domestic equity securities by using a combination of three investment strategies: active management, enhanced indexing, and pure indexing. The team may invest in companies of any market capitalization size.
The portfolio management team employs fundamental valuation methods, as well as quantitative methods to seek out attractively priced companies.
Active Global Equity portfolios are subject to certain risks such as market and investment style risk. Investing in non-U.S. markets involves certain additional risks, including currency fluctuations and controls, restrictions on foreign investments, less governmental supervision and regulation, less liquidity, and the potential for market volatility and political instability.
This material is provided for informational purposes only and should not be regarded as a recommendation or an offer to buy or sell any product or service to which this information may relate.