The fund seeks capital appreciation 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 securities of technology companies that may benefit from technological improvements, advancements or developments.
Technology companies include companies in technology-related industries or sectors, such as the information technology, communications, healthcare, media, consumer electronics, semi-conductor, internet commerce and advertising, environmental, aerospace and defense industries and sectors.
The research team invests at least 40% of the fund’s net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S.
This may also include companies that have their securities traded on non-U.S. exchanges, companies that have been formed under the laws of non-U.S. countries, or foreign currencies.
The team considers a company to conduct its principal business activities outside the U.S. if it derives at least 50% of its revenue or profits from business outside the U.S. or has at least 50% of its sales or assets outside the U.S.
In addition, the team prefers companies that have the potential for long-term growth.
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 fund invests at least 25% of the value of its net assets in the securities of issuers conducting their principal business activities in the technology and related group of industries.
Additionally, the fund may invest directly in foreign securities or indirectly through depositary receipts.
The fund has the flexibility to invest across market capitalizations but may invest a significant amount of its assets in smaller companies.
The fund seeks capital appreciation 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 securities of technology companies that may benefit from technological improvements, advancements or developments.
Technology companies include companies in technology-related industries or sectors, such as the information technology, communications, healthcare, media, consumer electronics, semi-conductor, internet commerce and advertising, environmental, aerospace and defense industries and sectors.
The research team invests at least 40% of the fund’s net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S.
This may also include companies that have their securities traded on non-U.S. exchanges, companies that have been formed under the laws of non-U.S. countries, or foreign currencies.
The team considers a company to conduct its principal business activities outside the U.S. if it derives at least 50% of its revenue or profits from business outside the U.S. or has at least 50% of its sales or assets outside the U.S.
In addition, the team prefers companies that have the potential for long-term growth.
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 fund invests at least 25% of the value of its net assets in the securities of issuers conducting their principal business activities in the technology and related group of industries.
Additionally, the fund may invest directly in foreign securities or indirectly through depositary receipts.
The fund has the flexibility to invest across market capitalizations but may invest a significant amount of its assets in smaller companies.
The fund seeks capital appreciation in the long term by investing in companies 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 securities of companies that will benefit significantly from advances or improvements in technology.
According to the team, these companies generally fall into two categories. In the first category, the team considers companies that have or will develop products, processes, or services that will provide significant technological advancements or improvements.
In the second category, the team focuses on companies that rely extensively on technology in connection with their operations or services.
Next, the research team invests in securities of U.S. and foreign companies exhibiting growth potential.
Also, the fund will typically invest at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States.
A security is deemed to be economically tied to a country or countries outside of the United States if the company is organized in, or its primary business office or principal trading market of its equity are located in, a country outside of the United States.
Also, a security is deemed to be economically tied to a country or countries outside of the United States if a majority of the company’s revenues are derived from outside of the United States, or a majority of the company’s assets are located outside of the United States.
In selecting securities for the portfolio, the research team focuses on companies with attractive valuations.
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 fund may have exposure to emerging markets, and may invest in shares of companies through initial public offerings.
Additionally, the fund may lend portfolio securities on a short-term or long-term basis, in an amount equal to up to one-third of its net assets.
Some of the industries and companies in the portfolio include e-commerce, computer, communications, industrials; Internet; and media and entertainment.
The fund seeks capital appreciation in the long term by investing in companies 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 securities of companies that will benefit significantly from advances or improvements in technology.
According to the team, these companies generally fall into two categories. In the first category, the team considers companies that have or will develop products, processes, or services that will provide significant technological advancements or improvements.
In the second category, the team focuses on companies that rely extensively on technology in connection with their operations or services.
Next, the research team invests in securities of U.S. and foreign companies exhibiting growth potential.
Also, the fund will typically invest at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States.
A security is deemed to be economically tied to a country or countries outside of the United States if the company is organized in, or its primary business office or principal trading market of its equity are located in, a country outside of the United States.
Also, a security is deemed to be economically tied to a country or countries outside of the United States if a majority of the company’s revenues are derived from outside of the United States, or a majority of the company’s assets are located outside of the United States.
In selecting securities for the portfolio, the research team focuses on companies with attractive valuations.
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 fund may have exposure to emerging markets, and may invest in shares of companies through initial public offerings.
Additionally, the fund may lend portfolio securities on a short-term or long-term basis, in an amount equal to up to one-third of its net assets.
Some of the industries and companies in the portfolio include e-commerce, computer, communications, industrials; Internet; and media and entertainment.
The fund seeks capital appreciation by investing in companies engaged in research, development, distribution and marketing of technology products and services.
The investment team looks for innovative solutions providers or companies that can sell in the global market and generate positive returns regardless of economic conditions. The fund prefers to invest in companies that can benefit from changes, innovations and disruptions.
The fund invests across all market capitalizations and about 80% of total assets are invested in above $3 billion.
The fund is diversified across all regions but the majority of its investments are in developed markets with more than 65% in the United States and about 30% in China, Japan, Taiwan, Thailand, and South Korea.
