Bob Sharpe serves as Portfolio Manager of the International Strategy with 42 years of investment experience. He graduated from Williams College (1979-1983) and holds FINRA Series 7 and Series 66 certifications. Based in Milwaukee, Wisconsin, Sharpe actively manages the international equity portfolio using a long-term value-based approach. His extensive experience spans multiple market cycles, providing valuable perspective for navigating international markets with a disciplined value-oriented philosophy.

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The fund employs an actively managed, valuation-centric approach with a commitment to long-term horizons to enhance potential to buy good businesses at compelling valuations. VELA focuses on identifying businesses with sustainable competitive advantages run by management teams that demonstrate an ownership mindset and astute capital allocation. The firm uses bottom-up analysis considering earnings, revenue growth, operating margins, and management stewardship to estimate company value, seeking companies trading below intrinsic value with an adequate margin of safety.

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