BKCI

BKCI aims for total return over the long term from non-US stocks in developed markets. The fund adviser selects 25 to 30 individual stocks utilizing bottom up, fundamental research. The selection process begins by screening company financial statements. Companies that meet broad absolute and trend criteria undergo more detailed analysis, considering both financial and non-financial criteria. Each company is evaluated for cash generating strengths. An examination into company products, competitors, and industry position are also considered. The fund is non-diversified. While not limited, a significate portion of the portfolio can be allocated to certain sectors such as information technology, health care, and industrials. The geographic exposure focuses on developed markets ex-US, however, it may concentrate on Western Europe, particularly France, and Japan. In addition, the fund can invest up to 20% in emerging markets.