ARI Global Strategy

The investment objective of ARI Global investment strategy is to seek Long-Term Growth of Capital through investment primarily in equity securities of companies in Europe, the Far East, the Pacific Basin, and the Americas. The strategy also allows for investing a portion of total assets in companies in emerging markets. The benchmark index is the MSCI ACWI 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.

Mark Lin's Fund Award
  • Lipper Fund Awards 2016
    • Best 3-year Global Equity

Morningstar Rating

Global