The fund seeks to appreciate capital in the long-term by investing in large-size U.S. companies and managing downside risks.

The fund’s investment process is systematic and driven by computer models in analyzing and selecting equities and allocating capital.

The fund attempts to generate capital gains by investing or taking long positions in large-size companies with proven business models and track record of earnings and sustainable business model.

The fund attempts to minimize and control downside risks by selling securities that are estimated to fall or by taking short positions.

The active management style is prone to high portfolio turnover and may lead to higher tax liabilities.

The fund’s objective is to grow capital in the long-term by investing in large-size U.S. companies.

The investment process looks at companies in all market capitalizations but largely invests in large-size companies. The research team then narrows the investable universe of stocks using financial screens including earnings, return on capital and financial strength.

The team then narrows the list by comparing each individual company’s estimated long-term valuation to the current market price. The fund favors companies with attractive or large discounts to their long term valuations.

The fund strives to minimize taxable distribution to shareholders and applies tax-sensitive investment techniques.

The fund’s objective is to appreciate capital by investing in small-size companies in the U.S.

The sub-advisor’s investment process focuses on companies between the market capitalization of $150 million and $4 billion. The research team then narrows companies using financial screens and quantitative metrics and identifies companies with above-average earnings growth and return on capital.

The team then reviews one company at a time and identifies companies with sustainable business models and long term earnings growth prospects. The fund favors companies with stocks trading at a reasonable price to their peers and long-term growth outlook.

The fund seeks to invest in companies located in emerging markets of Asia, Europe and Latin America.

The sub-adviser’s philosophy is based on the belief that in the long-run earnings growth drives equity returns. The investment process is designed to identify companies with above-average and consistent earnings and established market niches.

The stock-by-stock selection drives the construction of a diversified portfolio with a risk discipline focused on avoiding losing money rather than minimizing tracking error with the fund’s benchmark.

The fund seeks to invest in companies located in developed or emerging markets of Asia, Europe and Latin America.

The sub-adviser’s philosophy is based on the belief that in the long-run earnings growth drives equity returns. The investment process is designed to identify companies with above-average and consistent earnings and established market niches or deriving substantial revenues from the rising demand in the emerging markets.

The stock-by-stock selection drives the construction of a diversified portfolio with a risk discipline focused on avoiding losing money rather than minimizing tracking error with the fund’s benchmark.

The fund seeks to appreciate capital by investing in small-size companies in international markets outside the United States.

The sub-adviser’s investment process starts with a list of companies with market capitalization less than $3 billion. The research team then narrows the investable universe to a list of companies with improving fundamentals, positive earnings growth and stocks that are underfollowed or misunderstood by investors.

The team then with the help of qualitative research identifies companies with attractive business models and run by management with track records of successful capital allocation. The fund favors companies with near-term catalysts and revalue stocks higher.

The fund generally invests in developed regions of the world with at least 40% of its assets outside the United States.

The fund’s objective is to appreciate capital in the long-term through investing in small- and mid-size companies.

The sub-adviser’s philosophy is based on the belief that in the long-run earnings growth drives stock returns.

The investment process starts with a list of companies with market capitalization of less than $5 billion. The research team then narrows the investable universe to a list of companies with above-average earnings growth, high return on capital, and long growth runway.

The fund constructs a diversified portfolio across industries and includes growth and value stocks trading at reasonable prices.

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The sub-adviser’s 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 seeks to identify quality companies with growth oriented characteristics.

The team prefers companies with proven management teams and long-term sustainable growth.

In selecting securities for the portfolio, the research team focuses on companies with experienced, tenured, high quality management, and  business models that deliver consistent long-term growth.

In addition, the team favors leading companies in attractive and defensible niche markets with superior financial characteristics, and appropriate valuation.

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’s objective is to appreciate capital in the long-term through investing in small- and mid-size companies.

The sub-adviser’s philosophy is based on the belief that in the long-run earnings growth drives stock returns.

The investment process starts with a list of companies between the market capitalization of $250 million and $10 billion. The research team then narrows the investable universe to a list of companies with above-average earnings growth, high return on capital, and long growth runway.

The fund constructs a diversified portfolio across industries.  

The fund seeks capital gain in the long-term by investing in mid-size and larger U.S. companies.

The investment process looks to identify companies with earnings growth rates of at least 20%. The research team then with the help of quantitative screens and fundamental analysis narrows the investable universe.

The team then with the help of qualitative research identifies companies with above average long-term growth outlook and sustainability of business and long term drivers of earnings stream.

The fund favors companies that are undergoing positive change and are trading at a reasonable price in stock market. The companies that are deemed to surprise investors with higher than expected earnings are closely followed.

The fund seeks capital gain in the long-term by investing in large- and mid-size U.S. companies.

The investment process looks to identify companies with earnings growth rates of at least 20%. The research team then with the help of quantitative screens and fundamental analysis narrows the investable universe.

The team then with the help of qualitative research identifies companies with above average long-term growth outlook and sustainability of business and long term drivers of earnings stream.

The fund favors companies that are undergoing positive change and are trading at a reasonable price in stock market.

The fund seeks to appreciate capital through investing in companies linked to the real estate industry including Real Estate Investment Trusts.

The fund seeks to invest in owners, operators, managers or financiers of residential, commercial, and/or industrial real estate. The fund invests across all market capitalizations.

The investment process is designed to identify a list of high quality companies with a track record of rising earnings and dividend and operating in favorable markets with steady demand growth trends.

The fund seeks capital appreciation and current income in the long term by investing in mid-size companies in the United States.

The sub-advisor’s investment process focuses on identifying companies using fundamental analysis that are inefficiently priced relative to their growth outlook.

The research team employs quantitative analysis to look for companies with compelling valuations, attractive business models and experienced management teams.

Next, the research team with the help of qualitative research identifies companies that are estimated to continue or accelerate earnings growth in the next one to three years.

The sub-adviser takes a long-term approach with a focus on maximizing after-tax returns.

The fund seeks to grow capital in the long-term through investing in large-size U.S. companies.

The sub-adviser’s investment process starts with a list of companies with market capitalization of more than $5 billion. The process then distills a list of companies using quantitative screens, driven by financial metrics and historical earnings growth criteria.

The research team then estimates near-term valuations and compares with the current market prices. The fund favors companies trading at attractive discounts and are run by competent management.

The fund seeks capital appreciation in the long-term through investing in companies located in developed markets outside the United States.

The investment process is focused on identifying companies with strong financial statements, established market niches and sustainable revenues and earnings growth in the long-term.

The research team then narrows the list of companies with the help of qualitative analysis and management track record in allocating capital. The company selection for the portfolio is based on stock-by-stock analysis and drives the country, sector and industry allocation.

The fund invests across all market capitalizations and may invest in emerging markets and to a limited extent in the United States and Canada.

The fund seeks to appreciate capital through investing in small-size companies in the U.S.

The sub adviser looks for companies that are out of favor but are likely to reaccelerate earnings growth, restructure business operations, or operate in an industry or business model that may be on the cusp of rebound.

The value discovery focused investment process identifies companies smaller than $5 billion in market capitalization that are cheap on traditional valuation metrics, with earnings growth prospects regardless on the market direction.

The fund favors deep research and management meetings and invests with a long term horizon.

The fund seeks to appreciate capital by investing in large-size U.S. companies.

The sub-advisor’s investment process starts with a list of companies with market capitalization higher than $3 billion. The research team narrows the investable universe with the help of quantitative screens including size, quality and growth in earnings.

The team then reviews individual companies and identifies sources of positive earnings change and determines their durability. The fund favors companies with consistent and durable earnings growth and trading at reasonable prices to their long term-growth prospects.

The fund’s primary objective is to provide high current income and secondary objective is to appreciate capital in the long-term.

The investment process starts with the list of stocks included in the benchmark Russell 3000 Value Index. The research team with the help of quantitative screens and systemic discipline identifies companies with financial strength, high and growing dividend, attractive business model, and shareholder friendly management.

The team also looks for companies that are underfollowed or misunderstood by investors. In addition, the team using a proprietary valuation model discovers companies trading at discount to long term values.

The investment management team relies on a structured sell discipline and a strategy of balanced diversification.

The fund’s objective is to appreciate capital in the long-term through investing in U.S. companies across all market capitalizations.

The investment process starts with the list of stocks included in the benchmark Russell 3000 Value Index. The research team with the help of quantitative screens and systemic discipline identifies companies with financial strength, attractive business model, and shareholder friendly management.

The team builds high conviction through deeper research in understanding growth drives, competitive landscape, and long term growth outlook.

The team also looks for companies that are underfollowed or misunderstood by investors. In addition, the team using a proprietary valuation model discovers companies trading at discount to long term values and builds a concentrated portfolio.

The investment management team relies on a structured sell discipline and the highly opportunistic strategy may lead to high portfolio turnover.

The fund’s objective is to provide absolute return while minimizing volatility over a full market cycle.

The investment process divides holdings in two groups. Long positions include stocks that are expected to rise and meet criteria laid down by the proprietary valuation model, sustainability of business model, and financial strength. Short positions include stocks that are likely to decline because of overvaluation as determined by the proprietary valuation model, weak price and earnings momentum, deteriorating or weak financial position, and challenging business model.

The fund does not intend to be market neutral and anticipates that it will normally hold a higher percentage of its assets in long positions. The fund’s net market exposure, or net long position, will fluctuate between 10% and 90%.

The fund’s objective is to appreciate capital in the long-term through investing in small-size U.S. companies.

The investment process starts with the list of stocks included in the benchmark Russell 2000 Value Index. The research team with the help of quantitative screens and systemic discipline identifies companies with financial strength, attractive business model, and shareholder friendly management.

The team builds high conviction through deeper research in understanding growth drives, competitive landscape, and long term growth outlook.

The team also looks for companies that are underfollowed or misunderstood by investors. In addition, the team using a proprietary valuation model discovers companies trading at discount to long term values and builds a concentrated portfolio.

The investment management team relies on a structured sell discipline and the highly opportunistic strategy may lead to high portfolio turnover.

The fund’s objective is to appreciate capital in the long-term through investing in small- and mid-size U.S. companies.

The investment process starts with the list of stocks included in the benchmark Russell 2500 Index. The research team with the help of quantitative screens and systemic discipline identifies companies with financial strength, attractive business model, and shareholder friendly management.

The team builds high conviction through deeper research in understanding growth drives, competitive landscape, and long term growth outlook.

The team also looks for companies that are underfollowed or misunderstood by investors. In addition, the team using a proprietary valuation model discovers companies trading at discount to long term values and builds a concentrated portfolio.

The investment management team relies on a structured sell discipline and the highly opportunistic strategy may lead to high portfolio turnover.

The fund seeks to appreciate capital through investing in small-size companies in the U.S.

The sub-adviser’s investment process focuses on a list of companies in the benchmark and then the research team narrows the investable universe to a list of companies that meet financial strength criteria, earnings and long term growth hurdles.

The team then analyzes individual stock and evaluates business model and management track record in capital allocation. The fund favors market leaders with sustainable businesses with long growth-ramp and high return on capital.

The fund seeks to appreciate capital through investing in small- and mid-size companies in the U.S.

The sub-adviser’s investment process focuses on a list of companies in the benchmark and then the research team narrows the investable universe to a list of companies that meet financial strength criteria, earnings and long term growth hurdles.

The team then analyzes individual stock and evaluates business model and management track record in capital allocation.

The fund favors market leaders with sustainable businesses with long growth-ramp and high return on capital.

The fund’s objective is to appreciate capital through investing in small-size companies in emerging markets.

The investment process combines the bottom up stock selection driven by fundamental research with macro-economic overlay in deciding allocation and limiting country risks.

The investment process starts with a list of companies with market capitalization less than $5 billion. The research team is focused on identifying companies in emerging markets that meet size, growth, quality of revenue and earnings growth.

The team then with the help of qualitative and quantitative research narrows the list of companies with attractive growth profile, strong financial statements and long growth runway.

The fund practices strict buy and sell disciplines and adheres to strict risk controls on avoiding losing money.

The fund’s objective is to appreciate capital through investing in small-size companies in the companies around the world including the United States.

The investment process starts with a list of companies in the benchmark index between $50 million and $11 billion market capitalizations. The research team is focused on identifying companies that meet size, growth, quality of revenue and earnings growth.

The team then with the help of qualitative and quantitative research narrows the list of companies with attractive growth profile, strong financial statements, long growth runway and low shareholder participation. The fund favors companies with near-term catalysts to lift stocks higher in the next 18 months.

The fund also applies macro-economic research overlay in selecting countries, allocating capital for countries and regions based on regulatory, political and business climate.

The fund is diversified across different countries and regions as part of its risk control and the fund practices strict buy and sell disciplines and follows strictly its risk management process on avoiding to lose money.

The fund’s objective is to appreciate capital through investing in small-size companies in the non-U.S. companies.

The investment process starts with a list of companies with market capitalizations between $60 million and $8 billion. The research team is focused on identifying companies that meet size, growth, quality of revenue and earnings growth.

The team then with the help of qualitative and quantitative research narrows the list of companies with attractive growth profile, strong financial statements, long growth runway and low shareholder participation. The fund favors companies with near-term catalysts to lift stocks higher in the next 18 months.

The fund is diversified across different countries and regions as part of its risk control and the fund practices strict buy and sell disciplines and follows strictly its risk management process on avoiding to lose money.

The fund’s objective is to appreciate capital through investing in mid-size companies in the U.S.

The investment process starts with a list of companies with market capitalizations between $1 billion and $30 billion. The research team is focused on identifying companies that meet size, growth, quality of revenue and earnings growth.

The team then with the help of qualitative and quantitative research narrows the list of companies with attractive growth profile, strong financial statements, long growth runway and low shareholder participation. The fund favors companies with near-term catalysts to lift stocks higher in the next 18 months.

The fund practices strict buy and sell disciplines and adheres to strict risk controls on avoiding losing money.

The fund’s objective is to appreciate capital through investing in small-size companies in the U.S.

The investment process starts with a list of companies with market capitalization less than $3 billion. The research team is focused on identifying companies that meet size, growth, quality of revenue and earnings growth.

The team then with the help of qualitative and quantitative research narrows the list of companies with attractive growth profile, strong financial statements, long growth runway and low shareholder participation. The fund favors companies with near-term catalysts to lift stocks higher in the next 18 months.

The fund practices strict buy and sell disciplines and adheres to strict risk controls on avoiding losing money.

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

The sub-adviser’s 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 issuers located in the Asia Pacific region (excluding Japan).

The team considers an issuer to be located in the Asia Pacific region (excluding Japan) if the issuer has its registered office in the Asia Pacific region or has the predominant part of its commercial activity in the Asia Pacific region or, in the case of a holding company, it predominantly holds participations in companies with registered offices in the Asia Pacific region.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on the broader macroeconomic themes.

The macro analysis seeks to identify long term themes and trends and looks for companies within those identified themes and trends having superior business models, capable management team and disciplined financial controls.

In addition, the team favors quality companies in sectors that exhibit long term structural growth potential with emphasis on industry or emerging leaders with durable competitiveness.

Also, the team relies on macro analysis to identify companies whose businesses are benefitting from rising consumer spending in the Asia Pacific region in consumer goods or services.

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.

Additionally, the fund invests in China A Shares (Stock Connect) through direct investments or indirect exposure through P-Notes or similar equity linked securities.

Also, the fund intends to gain exposure to equities issued by companies located in India through direct exposure or indirect exposure through P-Notes or similar equity linked securities.

The fund generally invests in mid- to large-capitalization companies, although it may also invest in small-capitalization companies.

Also, the fund may hold assets in cash and cash equivalents.
 

The fund’s primary objective is to appreciate capital and secondarily generate current income.  

The investment process includes companies of all market capitalizations and is designed to identify companies with sustainable business models, attractive earnings and cash flow streams, and operated by shareholder friendly management. The process also favors companies that are trading at attractive prices to their peers or market.

The fund decides its allocation between stocks and bonds depending on the market conditions, earnings outlook and risk-reward ratios for both asset classes.

The fund has the flexibility to invest in foreign securities including emerging markets and has a 20% threshold to U.S. debt securities.

The fund’s primary objective is to generate returns that are similar to stock market benchmark with lesser volatility over a full market cycle.  

The investment process includes companies of all market capitalizations and is designed to identify companies with sustainable business models, attractive earnings and cash flow streams, and operated by shareholder friendly management. The process also favors companies that are trading at attractive prices to their peers or market.

The fund decides its allocation between stocks and bonds depending on the market conditions, earnings outlook and risk-reward ratios for both asset classes but maintains at least 95% of its allocated to these assets.

The fund seeks primarily capital appreciation and secondarily current income by investing in companies across any size in the United States.

The sub-advisor's investment process is designed to highlight undervalued companies.

The research process employs fundamental analysis to identify companies with characteristics such as good business, shareholder-oriented management or low purchase price.

The fund has the flexibility to invest up to 30% of its net assets in securities of foreign issuers or at times hold assets in cash and cash equivalents.

The fund seeks capital appreciation in the long-term through investing in U.S. and foreign companies.

The investment process relies on identifying high quality companies with durable competitive advantage and operated by management with a track record of rational capital allocation and successful wealth creation. The research team then determines if stocks of these companies are trading at attractive discounts to their long term values.

The fund favors companies with high discounts to long term intrinsic valuations and are estimated to be attractive forward rates of return.