DISV

DISV aims to deliver long-term expected returns while lowering expenses for its shareholders, by actively managing a portfolio of non-US small-cap companies in developed markets, deemed to have low relative prices. It utilizes a blended type of investment approach to achieve its objective, integrating research, portfolio design, portfolio management, and trading functions together. The fund does not have any sector biases, and will invest across a broad range of companies and industries, assuming these securities meet the fund's maximum size thresholds which differ by country or region, and are considered as value stocks. Although DFIS is selected and weighted by market-cap, its active strategy allows the advisor to increase, decrease, or even exclude a company's exposure after considering factors like price momentum and investment characteristics