ARI EAFE Strategy

The Investment Objective of ARI EAFE Investment Strategy is to seek Long-Term Growth of Capital through investment primarily in equity securities of companies in Developed Countries located outside the U.S and Canada. The strategy may invest a portion of total assets in companies in Emerging Markets. The benchmark indexes are MSCI EAFE Index and MSCI ACWI ex USA Index.

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 process followed by extensive internal fundamental bottom-up research, combined with proprietary portfolio construction and risk management.

Morningstar Rating

As of 2017/12/31