Positive alpha at low active risk
Just like a passive strategy, the Global Research Enhanced Index fund stays close to fully invested at all times, with regional, sector and style exposure closely controlled relative to the index to provide a consistent low tracking error.
But, unlike passive strategies, the fund targets excess returns by exploiting the stock-specific ideas of our team of fundamental research analysts. The fund’s portfolio managers take a large number of small active positions in global stocks—overweighting positions in names our analysts find attractive and underweighting positions in the names we don’t.
The result is a core fund that can deliver positive alpha at low active risk.
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