The fud seeks to appreciate capital by investing technology sector.
The investment process is driven by finding tech and science companies with market leadership, quality management, superior financial statements and attractive long-term growth prospects.
The research process relies on both quantitative and qualitative aspects of stock selection and also focuses on a top down analysis of individual industry sectors. The sectors that are estimated to undergo positive changes are likely to get higher allocation of capital.
The fund generally invests in large-cap companies in the U.S. but has the flexibility to invest across all market capitalizations and up to 35% of its holdings in international tech companies including in emerging markets.
The fund seeks capital appreciation by investing in companies in the United States.
The investment process is designed to highlight companies that are principally engaged in offering, using, or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements.
Next, the research team evaluates a company’s financial condition and industry position, as well as market and economic conditions.
Then the manager constructs a portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
The fund has the flexibility to invest in domestic and foreign issuers.
The fund seeks capital appreciation by investing in companies in the United States.
The investment process is designed to highlight companies that are principally engaged in offering, using, or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements.
Next, the research team evaluates a company’s financial condition and industry position, as well as market and economic conditions.
Then the manager constructs a portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
The fund has the flexibility to invest in domestic and foreign issuers.
The fund seeks capital appreciation by investing in companies across any size in the United States.
The investment process is designed to highlight companies engaged in technology-related industries.
The investment team considers a company to be doing business in technology-related industries if at least 50% of its gross income or its net sales come from activities in technology-related industries, or at least 50% of its total assets are devoted to producing revenues in technology-related industries.
The process also considers companies involved in the design, manufacture, distribution, licensing, or provision of various applied technologies, hardware, software, semiconductors, telecommunications equipment and telecommunications/media distribution services, medical technology, biotechnology, as well as service-related companies in the information technology industry.
The strategy focuses on companies that demonstrate earnings or revenue growth potential.
Then the research process is driven by fundamental analysis of one stock at a time. The research team utilizes quantitative techniques and fundamental analysis to narrow the investable universe.
Next, the team reviews a company’s financial statements, and also has discussions with company management teams, suppliers, distributors, competitors and customers.
In addition, the team evaluates the industry in which the company operates, and the stage of its business cycle.
Finally, the team looks to invest in companies demonstrating superior or improving fundamentals with attractive valuation and moderate earnings estimates.
Then the manager constructs a portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
The fund has the flexibility to invest across all market capitalizations but may hold a significant amount of securities of mid-and large-capitalization issuers.
Additionally, the fund may invest up to 50% of its net assets in securities of foreign issuers, which may include securities of issuers located in emerging markets countries.
The fund seeks capital appreciation by investing in companies across any size in the United States.
The investment process is designed to highlight companies principally engaged in offering, using or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements.
The investment team considers issuers in such fields as computer systems and software, networking and telecommunications, internet, business services, and electronics.
Next, the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Then the research team focuses on companies demonstrating above average earnings growth potential.
The team also relies on fundamental analysis to look for companies that are estimated to trade below their fair values.
Then the manager constructs a portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
Additionally, the fund may invest its net assets in securities of foreign issuers.
The fund is non-diversified, which means that it may invest a significant percentage of its net assets in a single issuer or a small number of issuers.
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The sub-adviser’s investment process is designed to invest in securities of global technology companies.
The investment team defines technology companies as those with revenues primarily generated by technology products and services, such as computer, software, communications equipment and services, semi-conductor, health care, biotechnology, defense and aerospace, energy equipment and services, nanotechnology, electric manufacturing services and others.
Next, the research team evaluates the fundamental value and growth prospects of individual companies.
The team then focuses on technology companies that are estimated to have above-average rates of growth and superior capital appreciation potential.
In addition, the team develops forecasts of economic growth, inflation, and interest rates to identify regions and individual countries that are likely to offer the best investment opportunities.
Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
The fund has the flexibility to invest up to 50% of its net assets in securities of foreign issuers, including up to 15% of its net assets in securities of emerging markets issuers.
Additionally, the fund is also considered to be non-diversified.
