Investing industry leading companies located anywhere around the world, the managers like companies with consistent and predictable profit growth, and the ability to pay and grow dividends. Performance, particularly recently, has been strong. It has been one of the better global equity funds around since 2011. For the three years ending July 31, it’s gained an annualized 16.4%, handily outpacing its peers. Be warned, despite its emphasis on high quality dividend paying companies, it tends to be more volatile than the index. Still, over the long term, I expect it can deliver above average returns, on both an absolute and risk adjusted basis.