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Jeffrey Mortimer’s job isn’t stock picking. Instead, he picks managers, and more importantly, he picks how much capital
is allocated to each manager. The goal is to achieve a broadly diversified international fund that can have a value tilt or a
growth tilt depending on the macroeconomic environment. A key aspect of the fund’s strategy is the focus on future, not
past performance, and that is achieved through a proprietary mean reversion model.
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