This is managed using a quantitative strategy designed by Jim O’Shaughnessy. He screens the global equity universe looking for characteristics such as strong sales growth, cash flow, and dividend yield. He also considers trading liquidity. This could serve as a core global equity fund, with its diversified portfolio and go anywhere mandate. The portfolio is made up of the top 200 rated stocks and is rebalanced on a yearly basis. Like other O’Shaughnessy managed funds, it tends to be a bit more volatile than other global equity funds, but over the long term, it has shown it can deliver decent risk adjusted returns.