High Conviction Best Ideas Portfolio
Non-U.S. companies in both developed and emerging markets.
Overall Rating. 339 funds in the U.S. Foreign Large Growth category. Based on risk-adjusted returns.
Outperformed MSCI ACWI (All Country World Index) ex US
1, 3, 5, 10 year and since inception periods.10
Does not mirror index, high active share of 95%.
Expense ratio significantly less than the category average.11
We Are Largest Shareholder
Ensures interests aligned with clients.12
A History of Long Term Outperformance
Barron's PM Interview