The primary objective of the strategy is the achievement of attractive dividend income coupled with long-term growth of capital, primarily through investment in portfolio of equity or equity-related securities of issuers with business operations located throughout the world at the exclusion of the U.S.
We employ a system-driven bottom-up research approach to assess relative value and capital growth potential within a broad stock-selection universe. We use a quantitative approach to analyze multiple fundamental factors and incorporate financial data and other information sources relevant to the issuer, including rates of change of fundamental factors. We seek out companies that we believe have potential for both capital growth and sustainable dividend yield. In making our assessment, we place particular focus on dividend growth and dividend quality.