News & Updates

04 Jan

Kiplinger’s Singles Out the International Small Company Fund

In the January 2021 issue of Kiplinger’s Personal Finance magazine, author Nellie Huang profiles the International Small Company Fund. The article entitled “A Foreign Fund With Flair,” unpacks what has made the strategy the top-performing Fund in its category over the five years to Sept. 30, 2020, including:

  • Investing in what the managers believe are Exceptional Growth Companies
  • A team approach to portfolio management
  • Using revenue to define size
  • Low historical portfolio turnover

Click here to read the article.


Published: Jul/27/2020