Japan Equity Strategy

Inception Date: 1981

Objective: Seeks long-term returns at reduced risk by investing in companies that show attractive valuations.

Approach: Employs a disciplined investment process, combining quantitative screening models with original fundamental research.

Investment criteria: Investments are primarily selected from the equity securities of corporations listed on the Tokyo Stock Exchange or other major exchanges in Japan. Benchmarks for this investment include the TOPIX Index, Morgan Stanley Capital International ("MSCI®") Japan Index or other similar indices. There is limited exposure to companies listed on the Japanese over-the-counter exchanges. We have no bias in regard to the liquidity, capitalization or dividend profile of stocks that appear in the portfolio.

Risk control: Risk / return assessment is always considered in constructing portfolios and central to the process.

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