DFIS

DFIS aims to lower expenses for its shareholders while delivering long-term expected returns, by actively managing a portfolio of non-US small-cap companies in developed markets. 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. 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.