Strategy
Investment Approach
- ESG integrated approach that seeks to invest in “forgotten” companies that are under-owned by mainstream investors and that we expect to experience fundamental improvement.
- We believe this approach provides asymmetric risk/reward that may provide us a downside anchor with the potential to compound on the upside.
- In our search for unloved Emerging Markets companies, which we think have strong turnaround potential and offer strong downside risk management, we consider environmental, social, and governance (ESG) factors as important components in making fully informed investment decisions.
- Risk management is an integral part of the portfolio construction process.
Past performance is not a reliable indicator of future performance.
Risks
Typical Investor
A long-term, risk-tolerant investor seeking a long-term growth of capital, who is willing to accept the risks of an emerging markets fund as well as the possibility of fluctuations in principal value. The portfolio should not represent a significant portion of your assets. Appropriate for both regular and tax-deferred accounts, such as IRAs.