Fees & Expenses
Pricing & Performance
Past performance is not indicative of future results. Information above does not take into account any applicable sales charges.
Average Annual Total Returns As of 08/31/2021 As of 06/30/2021
Average Annual Total Returns
Past performance is not indicative of future results. The Portfolio's calendar year returns do not include the deduction of any applicable sales charges.
Composition As of 06/30/2021
Holdings As of 08/31/2021
Full Holdings Report available at least 45 calendar days after quarter-end.
Insights by Counterpoint Global
Turn and Face the Strange
Sep 08, 2021
This report examines the barriers to change for organizations. We use sports as the prime example but then apply the lessons to investment management. Organizations can be slow to adopt certain approaches even when they add value due to loss aversion, a preference for the status quo, and the fear of poor outcomes in the short run. Organizations may overcome these challenges by aligning behind a commitment to improvement, learning, transparency, and accountability. Good long-term results require developing and executing strategies that add value.
Everything Is a DCF Model
Aug 03, 2021
“Everything is a DCF model,” Consilient Research argues in their new report. While many question the relevance of discounted cash flow (DCF) models, investors should realize they are using one whenever they value a stake in a cash-generating asset.