About This Portfolio
The portfolio seeks to identify undervalued companies with long-term business goals that we believe positions them to generate robust profits and produce attractive levels of dividend income.
Our bottom-up, valuation-driven approach aims to invest in companies with strong profit streams, growing cash flows and dividend growth. With a diversified portfolio across sectors and regions, the fund provides US investors exposure to companies across international markets at valuations we find attractive.
Why Invest
INTERNATIONAL AND DIVIDEND EXPERTISE
Dividend-seeking and valuation-focused investors, with experienced sector and country knowledge across international markets.
IMPROVING BUSINESSES
Selective approach to value opportunities, disciplined approach to capital compounders. Aiming to generate an attractive total return.
ROBUST INVESTMENT PROCESS
Aims to focus on attractive long-term business prospects with strong cash flow generation, dividend growth and an intrinsic value not yet recognized by markets.
