Investment Objective

The strategy's primary objective is to provide long-term capital appreciation by investing primarily in emerging market securities.

Investment Strategy

We believe that growth drives returns, quality protects against downside and valuation matters. This philosophy is applied through a fundamental bottom up stock selection-based process which creates concentrated portfolios of stocks which each have significantly better quality and growth characteristics than the market average, but are not overvalued at the time of purchase.

The strategy can invest in companies located in developed markets if they derive a substantial portion of their revenue or expenses from emerging markets. The portfolio normally consists of 20 to 35 names.

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Prospectus Series I
Segregated Accounts
Prospectus Series W
Aurora