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 looks to invest in securities of issuers globally.
The team relies on a thematic investment framework to identify companies that meet the sustainability issues facing the world.
In addition, the team focuses on four major themes namely energy and power technologies, water/waste water solutions, waste management and pollution control, and health and well-being.
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 stocks of companies that meet the fund's concept of sustainable development.
