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Strategies

We believe that investing using a valuation-based approach best serves clients over the long term.

Explore our products below, offered via separate accounts, U.S. mutual funds, ETFs, UCITS, QIFs, Australian Trusts, and private funds*

Equities

Beyond China

Beyond China Strategy
Strategy
Beyond China ETF
ETF

Climate Change

Climate Change Strategy
Strategy
Climate Change Fund
Mutual Fund

Emerging Markets Equity

Emerging Markets Equity Strategy
Strategy
Emerging Markets Fund
Mutual Fund

Emerging Markets ex-China

Emerging Markets ex-China Strategy
Strategy
Emerging Markets ex-China Fund
Mutual Fund

Global All Country Equity Allocation

Global All Country Equity Allocation Strategy
Strategy
Global Equity Allocation Fund
Mutual Fund

Global Developed Equity Allocation

Global Developed Equity Allocation Strategy
Strategy
Global Developed Equity Allocation Fund
Mutual Fund

Horizons

Horizons Strategy
Strategy

International All Country Equity Allocation

International All Country Equity Allocation Strategy
Strategy
International Equity Allocation Fund
Mutual Fund

International Developed Equity Allocation

International Developed Equity Allocation Strategy
Strategy
International Developed Equity Allocation Fund
Mutual Fund

International Equity

International Equity Strategy
Strategy
International Equity Fund
Mutual Fund

International Opportunistic Value

International Opportunistic Value Strategy
Strategy
International Opportunistic Value Fund
Mutual Fund
International Value ETF
ETF

International Quality

International Quality Strategy
Strategy
International Quality ETF
ETF

Quality

Quality Strategy
Strategy
Quality Fund
Mutual Fund

Quality Cyclicals

Quality Cyclicals Strategy
Strategy
Quality Cyclicals Fund
Mutual Fund

Resource Transition

Resource Transition Strategy
Strategy
Resource Transition Fund
Mutual Fund

Resources

Resources Strategy
Strategy
Resources Fund
Mutual Fund

Small Cap Quality

Small Cap Quality Strategy
Strategy
Small Cap Quality Fund
Mutual Fund

U.S. Equity

U.S. Equity Strategy
Strategy
U.S. Equity Fund
Mutual Fund

U.S. Opportunistic Value

U.S. Opportunistic Value Strategy
Strategy
U.S. Opportunistic Value Fund
Mutual Fund
U.S. Value ETF
ETF

U.S. Quality

U.S. Quality Strategy
Strategy
U.S. Quality ETF
ETF

U.S. Small Cap Value

U.S. Small Cap Value Strategy
Strategy
U.S. Small Cap Value Fund
Mutual Fund

Usonian Japan Value

Usonian Japan Value Strategy
Strategy

Usonian Japan Value Creation

Usonian Japan Value Creation Strategy
Strategy
Usonian Japan Value Creation Fund
Mutual Fund

*Subject to availability and qualifying standards