UCITS Commentary

Commentary: Global Opportunities Fund (UCITS)
As the COVID-19 pandemic wanes, we believe people around the world will continue to buy goods and services and trade with each other, though there will be lasting differences from prior norms. We believe the Global Opportunities Fund's businesses will benefit as the world adjusts to an improving economic backdrop and continued stimulus.

3rd Quarter 2021

      Commentary: International Equity Fund (UCITS)
      As bottom-up international stock pickers with a 23-year history, we know that market volatility always brings with it attractive businesses that are oversold and mispriced, and therefore opportunity in the months to come.

      3rd Quarter 2021

          Commentary: Developing World Fund (UCITS)
          While China dominated recent news headlines, it’s important to keep in mind that emerging markets are diverse and comprised of more than two dozen countries, each with their own currencies, central banks and unique political systems.

          3rd Quarter 2021

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