Under typical market conditions, this fund allocates a minimum of 80% of its total portfolio value (including any assets acquired via leverage) to dividend-paying stocks of international companies. The advisor focuses on identifying and investing in businesses that are considered attractively valued and demonstrate strong prospects for sustained long-term appreciation. The fund's investment choices are not constrained by the market capitalization of the companies. Additionally, the advisor retains the flexibility to strategically concentrate the portfolio's holdings in particular industry sectors, with the financial services sector being one such example.
Sector exposure data isn't available for this fund yet.
Holdings data isn't available for this fund yet.
