The investment seeks capital appreciation. The fund invests at least 80% of its net assets in a non-diversified portfolio of publicly-traded equity securities issued by U.S. and non-U.S. companies. It will normally be diversified among at least three different countries. The fund seeks to identify high quality companies at attractive prices while integrating an in-depth macroeconomic understanding in order to manage risk. It will normally hold a concentrated number (generally 20 to 40) of companies, selected on a value basis and typically with a market capitalization in excess of U.S. $10 billion at the time of purchase. The fund is non-diversified.
Fund filings (PDF) »
Hamish Douglass (Started: Dec 28, 2011)
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400 Skokie Blvd., Suite 500, Milwaukee, WI 53202, USA