Skip to content This fund aims to deliver long-term capital growth by investing in undervalued European equities through a value-oriented investment approach, with currency exposure hedged back to US dollars. It allocates at least 70% of assets to equity securities of European companies trading at attractive valuations, while systematically hedging non-USD currency exposures to reduce FX volatility for USD-based investors. The strategy employs fundamental bottom-up research with a value bias, identifying companies with depressed valuations, strong fundamentals, and re-rating catalysts, applying contrarian discipline. Through hedged European value equity investment, the fund provides European value exposure in USD terms without direct currency volatility, appropriate for USD-based value investors seeking European equity exposure with hedged FX risk. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +19.12% | +19.12% |
| 3-Year Return | +65.78% | +18.33% |
| 5-Year Return | +90.46% | +14.33% |
| 10-Year Return | +180.92% | +10.76% |
| All Time Return | +191.60% | +8.89% |
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