European Core Equity

Inception date Benchmark Total strategy assets Product literature
December 31, 1990 MSCI Europe Index (ND) $222.2M (As of August 2017) Strategy profile (PDF)
  • Highlights
  • Performance

Objective**

The strategy seeks to outperform by investing in inexpensively priced stocks with a catalyst for change.

Product highlights

  • Invests in established large and midsize companies in European markets that could benefit from global economic opportunities
  • A disciplined investment process incorporating fundamental stock selection as well as quantitative tools and techniques to select stocks and balance potential risk and reward
  • A flexible core strategy focused on investing in attractively priced securities with catalysts for value realization

Investment team

Assets may include accounts that are not reflected in the composite.

**No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of his or her initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. See the product profile for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.