ARI Global Opportunities Strategy
The investment objective of ARI Global Opportunities investment strategy is to seek Long-Term Growth of Capital through investment primarily in equity securities of companies that are involved in the development, application, production, or distribution of scientific and Technology-based products and services as well as the mid and large cap companies classified in the Healthcare sector. The benchmark indexes are MSCI World Growth and a blended index of MSCI World IT (85%) and Healthcare (15%).
When investing in this strategy to identify Best Investment Opportunities and ideas, Applied Research utilizes a Proprietary Investment Process that begins with a quantitative stock screening strategy followed by extensive internal fundamental bottom-up research, combined with proprietary portfolio construction and risk management.
- Fundata A+ Award 2012
- Fundata A+ Award 2015
- Fundata A+ Award 2016