Golden Capital Disciplined International Developed Markets

The objective of the Golden Capital Disciplined International Developed Markets strategy is to construct an optimized portfolio of companies to consistently outperform the MSCI EAFE (Net Dividends) Index in up and down markets while minimizing the risk of underperformance and maintaining benchmark-like characteristics.

An Active-Quant approach to research and portfolio construction combines the merits of quantitative methods and qualitative validation. Fundamental research is carried out systematically using a quantitative investment framework. The stock selection model evaluates corporate and market fundamentals in the areas of valuation, sentiment, and quality to determine the relative attractiveness of stocks relative to peers. Qualitative review of stocks and their fit within the portfolio is also integral to the decision-making process.

Strategy details

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