INVESTMENT OBJECTIVE

This defensive all-cap U.S. value fund seeks to provide attractive returns over a full market cycle by mitigating losses in down markets while participating in up markets. The strategy focuses on high-quality stocks of companies with strong balance sheets and stable earnings trading at attractive valuations.

ABOUT THIS FUND

  • The fund aims to mitigate losses in down markets while participating in up markets
  • Disciplined valuation process that measures downside risk before upside potential
  • Designed to compound returns over a full market cycle with lower volatility than peers and the index