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 index is MSCI World Growth 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 strategy followed by extensive internal fundamental bottom-up research, combined with proprietary portfolio construction and risk management.

Mark Lin's Fund Award
    • Fundata A+ Award 2012
    • Fundata A+ Award 2015
    • Fundata A+ Award 2016

Morningstar Rating

Global Opportunity
As of 2017/12/31