The fund endeavours to invest in a portfolio of high quality stocks
listed on recognized stock exchanges of US. The investment strategy
of the fund would be powered by the research support of Morningstar
Investment Adviser India Private Limited (MIA), a group company of
Morningstar, Inc. Morningstar employs their proprietary research
methodology, focused on Economic Moats, to identify investment
opportunity. The fund proposes to follow the Hare Strategy for its
investments. The Hare portfolio invests in stocks of firms that are
experiencing rapid growth, emphasizing those that possess
sustainable competitive advantages.
Companies in this strategy tend to faster-growing with both higher
risk and higher return potential. The investment philosophy would be
a blend of top down and bottom up approach without any sector or
market capitalization bias.