Mandate Profile:
- Client Type: European Foundation
- Initial Investment Volume: 15-20 m. USD
- Investment Universe: US All-Cap & Large Cap Value Equities
- Benchmark: e.g. MSCI USA Value Net Return Index, MSCI USA IMI Value Net Return Index, Russell 1000 Value Net Return Index or comparable
- Investment Vehicle: Mutual Fund (both European as well as US-domiciled mutual funds are explicitly eligible)
- Investment Restrictions: Fund Size Minimum > 500 m. USD; Strategy must follow a value-oriented investment approach
- Target Tracking Error: not restricted
- Currency Hedging: unhedged
- Derivatives: allowed
- Investment Style: active, long-only
Deadline: Tuesday, June 14th, 2022 (COB)
