ARI EAFE Strategy

The Investment Objective of ARI EAFE Investment Strategy is to seek Long-Term Growth of Capital through investments generally made in equity securities of companies in EAFE & Developed Countries located outside the U.S. The strategy may also invest a portion of total assets in companies located in Emerging Markets. The benchmark index is the 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.