The team is made up of classic value investors with a conservative, risk-averse approach to investing. With more than 65 years of collective experience working together, they have established a distinctive structure and refined style in researching prospective holdings.
Each team member brings a unique experience and perspective to the table, and they believe this makes for a robust exchange of ideas. The approach to investment research is collaborative, research-driven and bottom-up.
Since the strategy’s inception, the philosophy and process that the team uses to select equities for client portfolios has remained unchanged.
Their goal is to invest primarily in securities that provide the potential for capital appreciation. They have consistently adhered to the basic tenets of only considering companies whose valuations meet their specific investment criteria and which they believe, after rigorous fundamental research has been conducted, have compelling upside potential within a three to five-year time horizon.
The global value strategy is available via a segregated account or a UCITS compliant pooled fund.
All third-party marks cited are the property of their respective owners.
Investors should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. The prospectus and Key Investor Information Documents (KIIDs) contain this and other important information about the Fund. You can request a prospectus, fund supplement, and/or KIID free of charge by calling +353-1-483-2429, visiting delawarefunds.com/ucits/literature or by contacting your applicable local agent. Investors should read the prospectus, fund and country supplements (if applicable), and KIIDs carefully before investing or sending money.
Investing involves risk, including the possible loss of principal.
The fund is subject to the following risks:
For a more detailed explanation of the risks, please refer to the fund supplement and the “Risk Factors” section of the prospectus.
These documents are available via the following link: delawarefunds.com/ucits/literature