This portfolio consists of 50-70 dividend-paying stocks from countries across the globe, excluding the United States, and representing a wide range of sectors and industries. It is considered a large-cap value fund. Our investment approach focuses on overweighting countries and regions with relatively strong economies, and also overweighting industries and sectors that we anticipate doing well in the near-term economic environment. Buy and sell decisions are based on changes in the world economies and fundamental, company-level research. Portfolio manager Bryant Evans strives for better risk-adjusted returns than the benchmark FTSE ex-US and BONY ADR indexes.

For more information about our Equity Income Composites, please contact Bryant Evans, bryant@cozadassetmgmt.com.

There are special risks associated with international investing, including currency fluctuations, political and economic uncertainty, foreign taxation, and different account standards, as outlined in the current prospectus.
It is not possible to invest directly in an index.