| Investment Objective: |
The Portfolio seeks long-term capital appreciation. The Portfolio will seek to achieve its investment objective by investing primarily in an actively managed portfolio of established, well managed companies located around the world, including emerging markets. The Portfolio typically invests in companies with market capitalizations generally over $5 billion at the time of purchase. In seeking to achieve the investment objective of the Portfolio, the Investment Manager intends to pursue a thematic investment approach that is proprietary to the Investment Manager. This approach aims to identify trends that are "megatrends" and select investments that it expects to benefit from or which are well positioned to take advantage of those trends. This fundamental analysis is conducted to develop an in-depth understanding of the fundamentals of each company coming within the investable universe. The Portfolio invests in equity and equity-related securities (including common and preferred stock, warrants and rights, American Depositary Receipts ("ADRs"), and Global Depositary Receipts) |
