To grow your capital at a pace that significantly exceeds inflation through exposure to a collection of leading businesses around the world.
You have a reasonable investment time horizon (over 5 years) and a moderate to high tolerance for risk. Consider this fund if you seek exposure to a concentrated portfolio of companies in Europe, North America and Asia.
Global: the portfolio manager invests in equities around the globe. Concentration is focused in the developed world — the United States, Europe and Japan in particular. The fund's geographic allocation may vary considerably based on where the best opportunities lie.
Estimated long-term equity mix:
The fund concentrates its assets in 45-55 stocks. The portfolio manager seeks to identify high quality businesses by focusing on companies with the following attributes: attractive business fundamentals; experienced, motivated company management; pricing power; sustainable competitive advantages; financial strength; and high or consistently improving market position, return on invested capital and operating margins. The manager then considers whether the company’s stock is trading at an attractive price relative to what it believes to be fair value.
Aristotle Capital Management