|1055 Westlakes Drive, Suite 310 , Berwyn, PA 19312|
|Fund Manager||Nudgem Richyal|
|Manager Tenure||11 Years 6 Months|
The investment objective of the JOHCM International Select Fund (the Fund ) is to seek long-term capital appreciation. The Fund invests, under normal market conditions, primarily in equity securities of companies headquartered outside the United States, including those in emerging market countries. The Fund may invest in foreign companies of any size, including small- and mid-capitalization companies, in order to achieve its objective. Equity securities include common and preferred stocks, rights, and warrants. The Adviser seeks to identify and make investments in U.S. and foreign companies based on a multi-dimensional investment process, considering a number of factors, including growth, valuation, size, momentum, and beta. Beta measures the volatility of a stock relative to the overall market. The Fund utilizes a core style with a modest growth tilt (growth at a reasonable price, or GARP ) over all capitalization ranges. The Fund seeks those stocks, sectors, and countries with positive earnings surprises, sustainably high or increasing return on equity, and attractive valuations.
|Asset Type||% Of Allocation|
|Total Net Assets||11.24 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|ASML||ASML HOLDING NV||2.37%|
|0550||RECRUIT HOLDINGS LTD||2.33%|
|IFXGn.DE||INFINEON TECHNOLOGIES AG||2.25%|
|INFO||IHS MARKIT LTD||2.25%|
|SCHN.PA||SCHNEIDER ELECTRIC SA||2.22%|
|STM||STMICROELECTRONICS N V||2.18%|
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