The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities, which may include common stocks, preferred stocks, depo More

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities, which may include common stocks, preferred stocks, depositary receipts and real estate investment trusts.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team employs a thematic approach to identify companies that offer solutions to major global changes taking place.

These changes include demographics, such as an aging population, environmental issues, such as water scarcity, technological advances, such as cloud computing, and governance changes, such as the growing importance of corporate responsibility.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The portfolio holds approximately 50 stocks.

The fund invests in securities of companies located in no fewer than three countries, which may include the U.S.

Also, the fund will invest at least 40% of its net assets in securities of companies located outside the U.S.

In addition, the fund may invest up to 25% of its net assets in securities of companies located in emerging markets.

Emerging markets are economies that are not generally recognized to be fully developed markets, as measured by gross national income, financial market infrastructure, market capitalization and/or other factors.

The fund may invest in growth and value companies and may also invest in initial public offerings.

Furthermore, the fund seeks to invest in companies with a positive impact on the United Nations’ Sustainable Development Goals.