Strategies

Global Series

Globally diversified strategies designed to complement traditionally balanced portfolios (i.e. domestically-biased or benchmark-centric)

Global Income

Inception Date: July 1, 2008
Global Assets: High

A globally diversified mix of securities for investors with a modest risk profile who are seeking to grow their capital with an emphasis on receiving income over the long-term.

Global Balanced

Inception Date: July 1, 2003
Global Assets: High

A globally diversified mix of securities for investors with an average risk profile who are seeking to grow their capital while receiving income over the long-term.

Global Growth

Inception Date: July 1, 2003
Global Assets: High

A globally diversified mix of securities for investors with a higher than average risk profile who are seeking to aggressively grow their capital while receiving modest income over the long-term.

Focus Series

Targeted strategies designed to provide exposures to specific global investment classes

Emerging Markets Equity Focus

Inception Date: February 1, 2019
Global Assets: High

A macro-oriented emerging market equity strategy designed for investors seeking to capitalize on the significant growth opportunities in the developing world via an active country, sector and thematic selection process.

Global ex-North America Equity Focus

Inception Date: January 1, 2020
Global Assets: High

A macro-oriented global strategy designed for investors seeking equity exposure outside of North America via an active country, sector, style and thematic selection process.

Special Opportunities Focus

Inception Date: January 1, 2014
Global Assets: High

A flexible “go anywhere” tactical asset allocation strategy designed to provide long-term growth and downside protection by investing in a diversified portfolio of non-correlated and opportunistic global exposures.

Resources

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