We look for significantly undervalued opportunities where the risk, but not yet the opportunities for growth, is already in the price.

We take advantage of overbought and oversold conditions in the global market place by shifting resources among asset classes and positions.

We utilize top down macroeconomic analysis to identify global markets and industries likely to undergo positive change and attract increased liquidity flows and bottom up fundamental analysis to identify undervalued companies within those markets and industries with strong earnings potential and prospects for re-valuation.

We do not hue to one investment style but are opportunistic in their use. There is no attempt to mimic any benchmark index.

Our focus within the international sector is highly selective. We are currently invested in selected emerging markets in Asia, in Japan, and in other countries undergoing economic and political transformation.

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