Our EDGE – We are experts in discovering poorly under-covered under-researched names, which tend to be lesser known local leaders around the globe

“We CREATE VALUE by Discovering Lesser – Known LOCAL LEADERS around the GLOBE”

Why Applied Research

  • Under-marketed fund with exceptional performance characteristics by any objective measure
  • Absolute return performance with below market volatility and downside protection. Deviates greatly from benchmark to achieve above benchmark performance (high tracking error, high active share).
  • PM’s team is comprised of current and former members of his investment team