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Strategies

We believe that investing using a valuation-based approach best serves clients over the long term.

Explore our products below, offered via separate accounts, U.S. mutual funds, ETFs, UCITS, QIFs, Australian Trusts, and private funds*

Equities

Beyond China

Beyond China Strategy
Strategy
Beyond China ETF
ETF

Emerging Markets

Emerging Markets Strategy
Strategy
Emerging Markets Fund
Mutual Fund

Emerging Markets ex-China

Emerging Markets ex-China Strategy
Strategy
Emerging Markets ex-China Fund
Mutual Fund

Horizons

Horizons Strategy
Strategy

International Equity

International Equity Strategy
Strategy
International Equity Fund
Mutual Fund

International Opportunistic Value

International Opportunistic Value Strategy
Strategy
International Opportunistic Value Fund
Mutual Fund
International Value ETF
ETF

U.S. Equity

U.S. Equity Strategy
Strategy
U.S. Equity Fund
Mutual Fund

U.S. Opportunistic Value

U.S. Opportunistic Value Strategy
Strategy
U.S. Opportunistic Value Fund
Mutual Fund
U.S. Value ETF
ETF

U.S. Small Cap Value

U.S. Small Cap Value Strategy
Strategy
U.S. Small Cap Value Fund
Mutual Fund

Alternatives

Equity Dislocation

Equity Dislocation Strategy
Strategy
Equity Dislocation
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*Subject to availability and qualifying standards