The fund seeks capital appreciation by investing in companies located in or economically tied to mainland China and Hong Kong.

The fund considers all securities trading on Shanghai Stock Exchange, Shenzhen Stock Exchange, Hong Kong Stock Exchange or securities of companies economically tied to China but trading outside China.  

The investment process is designed to highlight stock prices that do not reflect the long term earnings power of the companies. The research team with the help of fundamental research and quantitative techniques evaluates earnings quality, management effectiveness, and long-term outlook.

The fund favors those companies generating high return on capital and attractive long term growth prospects but trading at attractive relative low stock prices.

The fund seeks capital appreciation by investing in large- and mega-size U.S. companies.

The investment process prefers companies with a proven track record of earnings, sustainable above-average return on capital and attractive free cash flow, and positive long term growth outlook.

The research team evaluates management by focusing on the company’s dividend track record, accessibility to shareholders, management incentives including direct equity ownership, and employment of conservative accounting practices.

The fund constructs a concentrated, high-conviction portfolio with high active shares and invests in approximately 20 companies.

The fund seeks capital appreciation by investing in companies in developed international markets outside the United States.

The fund invests in a relatively small number of individual stocks, normally between 25 and 35 companies and let stock selection drive portfolio returns. The fund also normally invests in companies above the market capitalizations of $2 billion, generally considered as mid- and large-size companies.

The fund combines macro-economic review in identifying countries and sectors to invest with the bottom-down stock analysis in picking companies that are likely to offer the most attractive risk-reward profiles.

The fund starts with a list of companies in the benchmark index and then narrows the investable list to a smaller number that meet earnings, growth and return on equity criteria.

The research team then calculates intrinsic valuation for companies using qualitative analysis and future growth outlook. The team selects companies with attractive business models, proven track earnings record and trading at attractive discounts to intrinsic valuation.

The fund favors companies that are priced low in relation to their perceived long-term earnings power and are attractive compared to their peers and broad spectrum of available stocks.

The fund seeks long-term growth of capital through investing in large- and mega-size U.S. companies.

The investment starts with a list of companies included in the benchmark index, Research team with the help of quantitative techniques and financial screens separates companies with stable earnings, return on capital and business growth.

Next, the research team analyzes business models, identifies factors and conditions for the earnings and cash flow growth durability and estimates company valuations.

The fund favors those companies trading at attractive discounts to their long term valuations. The fund primarily invests in U.S. companies and constructs a portfolio with the help of stock picking and not following any assigned limits or ranges on sector or industry selections.

The fund seeks capital appreciation by investing in small- to mid-size U.S. companies.

The investment process is designed to identify companies that are growing at attractive rates and may have capacity to grow faster than estimates.

The process combines the fundamental research and quantitative analysis in identifying companies that are demonstrating improving financial results and a favorable earnings outlook.

The fund may also invest up to 20% of its total assets in rights and warrants.

The fund seeks capital appreciation by investing in small- and mid-size U.S. companies.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The process is designed to highlight companies with proven earnings powers in the long term but not reflected in the current market prices.

The process looks for companies with attractive long term earnings power over five-years that includes ups and downs of the economy and various economic conditions and peaks and troughs of earnings.

The research team reviews the daily rankings of companies based on valuation and expected return based on price to earnings ratio, momentum and return on equity.

The team then focuses on the top 20% of companies for additional research and possible inclusion in the portfolio.

The fund seeks total return including dividend income by investing in large- and mega-size U.S. companies.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The process is designed to highlight companies with proven earnings powers and dividend-paying capabilities in the long term but not reflected in the current market prices.

The process looks for companies with attractive long term earnings power over five-years that includes ups and downs of the economy and various economic conditions and peaks and troughs of earnings. The fund also prefers companies that are deemed to have capacity to generate growing free cash flows and management’s willingness to share a portion of it with shareholders.

The fund favors companies that are ranked high on discount to long term valuation measure. The fund may invest up to 15% of its net assets in foreign countries.

The fund seeks long-term capital gain by investing in mid- to mega-size U.S. companies.

The fund combines thematic or top-down sector and industry review with bottom-up stock selection. The fund looks for broad themes that are likely to persist or broaden and have positive impact on one or more industries or sectors. Through this review fund identifies investment themes

The bottom-up stock selection is driven by fundamental research, earnings growth review, comparative valuation and management quality.

The fund favors companies that meet not only valuation and growth parameters but also fit in the broad investable themes.

The fund has flexible fee structure which allows the fund the charge low fees similar to Exchange Trade Funds or higher fees for outperformance to the benchmark.  The annual fee can range between 0.2% and 2.8%.

The fund seeks capital appreciation by investing in companies around the world including the United States.

The fund anchors its investments in the U.S. and primarily in the developed regions of the world and secondarily in emerging markets. The fund starts with a list of companies in the benchmark index and then narrows the investable list to a smaller number that meet earnings, growth and return on equity criteria.

The research team then calculates intrinsic valuation for companies using qualitative analysis and future growth outlook. The fund does not seek to have a bias towards any investment style, economic sector, country or company size.

The fund favors companies that are priced low in relation to their perceived long-term earnings power.

The fund seeks capital appreciation and dividend income by investing in real estate companies around the world.

The fund considers for investment all real estate companies including developers, operators and managers of properties, Real Estate Investment Trusts.

The fund considers investment opportunities primarily in the developed regions of North America, Europe and Asia and may invest in emerging markets.

The investment process is primarily driven by fundamental research of one company at a time across all real estate sectors. The research considers trends in real estate development and supply and demand characteristics across several sectors including office, industrial, retail, residential, education and healthcare and technology.

The team also looks at the quality of the portfolio held by the company, cash flow growth and relative valuations with peers.

The fund favors large and well established real estate companies with high quality portfolios of properties.

The fund seeks capital appreciation by investing in U.S. companies across all market capitalizations.

The investment process looks for companies with a proven track record of earnings, financially strong, and have the potential to deliver greater than expected earnings growth rates.

The fund also looks at experience of management, shareholder friendliness and implementation of conservative accounting principles.

The fund has the flexibility to invest across the market capitalization spectrum but normally invests in large and medium market capitalization companies.  

The fund seeks capital appreciation in the long term by investing in small-size 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 relies on fundamental analysis to identify companies that have attractive valuation and compelling company- and/or industry-level investment catalysts.

As part of its quantitative analysis, the team considers factors related to valuation, quality, investor behavior and corporate behavior.

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 manager invests in companies located in at least three countries other than the United States and estimates to have exposure to issuers in several different countries.

In determining a company’s location, the manager may consider the place of domicile, where the company has an established presence and conducts its business, and where the company conducts a significant part of its economic activities.

The fund may invest in both developed and emerging market countries and, at times, may invest significantly in emerging markets.

Additionally, the fund may invest in established companies and also in new and less-seasoned issuers, and may also invest in exchange-traded funds.
 

The fund seeks capital appreciation by investing in companies in developed international markets outside the United States.

The fund combines macro-economic review in identifying countries and sectors to invest with the bottom-down stock analysis in picking companies that are likely to offer the most attractive risk-reward profiles.

The fund starts with a list of companies in the benchmark index and then narrows the investable list to a smaller number that meet earnings, growth and return on equity criteria.

The research team then calculates intrinsic valuation for companies using qualitative analysis and future growth outlook. The team selects companies with attractive business models, proven track earnings record and trading at attractive discounts to intrinsic valuation.

The fund favors companies that are priced low in relation to their perceived long-term earnings power.

The fund seeks capital appreciation by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and narrows the list of investable stocks through the hurdles on growth, earnings, and return on capital.

The stock selection is designed to generate additional return to the index with greater consistency across a range of market environments.

The research team normally focuses on large-size companies and selectively diversifies in mid- and small-size companies as long as these additions either lowers fund’s volatility or companies have near-term catalysts for higher revaluations.

The fund seeks capital appreciation by investing in companies in international markets.

The fund focuses primarily in developed regions of the world and secondarily in emerging markets. The fund starts with a list of companies in the benchmark index and then narrows the investable list to a smaller number that meet earnings, growth and return on equity criteria.

The research team then calculates intrinsic valuation for companies using qualitative analysis and future growth outlook. The team selects companies with attractive business models, proven track earnings record and trading at attractive discounts to intrinsic valuation.

The fund favors companies that are priced low in relation to their perceived long-term earnings power.

The fund seeks capital appreciation by investing in large- and mega-size U.S. companies.

The investment process is designed to focus on identifying companies with a proven track record of earnings growth that are likely to be sustainable, high return to capital and stable or improving free cash flow.

The fund relies on quantitative screens and fundamental techniques to narrow the investable list of companies.

Next, the fund reviews management quality, shareholder friendliness and transparent business models, and sustainable competitive advantages.

The fund favors U.S. companies but may invest in foreign securities.

The fund seeks capital appreciation by investing in U.S. companies.

The investment process is designed to identify a list of companies that are trading at prices lower than their long term values regardless of the industry or market capitalizations. Normally, the fund invests in large-size companies.

The process selects companies with attractive securities valuations and business model characteristics for detailed analysis. Next, the research team with the help of fundamental analysis and quantitative and qualitative research picks companies among other things including improving balance sheets, attractive free cash flow valuations and ability to deliver growth in the future.

The fund seeks long-term capital gain by investing in companies from mega to large and medium market capitalizations.

The investment process highlights companies with a proven track record of earnings, financial strength, operating in high barriers to entry industries, and generating strong cash flows to finance future growth.

The research team evaluates management by focusing on the company’s dividend track record, accessibility to shareholders, management incentives including direct equity ownership, and employment of conservative accounting practices.

The fund favors companies with the presence of near-term catalysts that can drive the stock higher and also engages in frequent trading that could lead to significant tax liabilities.

The fund seeks capital appreciation with downside protection by investing in U.S. companies.

The fund normally invests in large- and mid-size companies and at times also takes short positions in small-size companies.

The fund takes long positions in companies with positive growth outlook, strong financial statements, high barriers to entry and shareholder-friendly management.

The fund sells short meaning selling borrowed stocks when companies are facing near-term difficulties such as high valuation, questions about quality of or deterioration in quality of earnings, or weakening demand or competitive position.

The fund derives the ratio between long and short positions based on its macro-economic and market views and individual stock analysis. Normally the fund’s net long exposure ranges between 30% and 70%. In addition, the fund minimizes variability in returns by diversifying across industries or holding cash or by managing long and short positions.

The fund seeks capital appreciation by investing in small-size U.S. companies.

The investment process starts with a list of companies and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The process is designed to highlight companies with proven earnings powers in the long term but not reflected in the current market prices.

The process looks for companies with attractive long term earnings power over five-years that includes ups and downs of the economy and various economic conditions and peaks and troughs of earnings.

The fund favors companies that are ranked high on discount to long term valuations.

The fund seeks capital appreciation by investing in companies around the world including the United States that meet sustainable investment themes.

The fund identifies sustainable investment themes that are broadly consistent with achieving the United Nations Sustainable Development Goals. These goals generally include cleaner and safer environment, positive social impact, and diverse workforce and inclusive culture.

Within this top-down thematic approach, the fund selects companies focusing on valuation, prospective earnings growth, management quality using fundamental research.

The fund is diversified across industries and invests in developed and emerging markets.

The fund seeks capital appreciation by investing in companies outside the United States that meet sustainable investment themes.

The fund identifies sustainable investment themes that are broadly consistent with achieving the United Nations Sustainable Development Goals. These goals generally include cleaner and safer environment, positive social impact, and diverse workforce and inclusive culture.

Within this top-down thematic approach, the fund selects companies focusing on valuation, prospective earnings growth, management quality using fundamental research.

The fund is diversified across industries and invests in developed and emerging markets. Normally the fund invests in mid- to large-size companies but has the flexibility to invest across all market capitalizations.

The fund seeks capital appreciation by investing in companies in the United States and international markets.

The fund targets to blend a combination of stocks and alternative return strategy based investments to create a growth-focused fund.

The fund attempts to achieve this by investing directly in U.S. large capitalization companies and achieving exposure to large- and mid-size companies in international markets through other funds managed by its affiliates.

Portfolio management seeks to minimize impact of taxes on shareholders’ returns by employing strategies including tax impact of buy and sell decisions, minimizing capital gains distributions, deciding to take capital gains as short- or long-term.

The fund seeks capital appreciation and dividend income by investing in large-size U.S. companies.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The process is designed to highlight companies with proven earnings powers and dividend-paying capabilities in the long term but not reflected in the current market prices.

The process looks for companies with attractive long term earnings power over five-years that includes ups and downs of the economy and various economic conditions and peaks and troughs of earnings. The fund also prefers companies that are deemed to have capacity to generate growing free cash flows and management’s willingness to share a portion of it with shareholders.

The fund favors companies that are ranked high on discount to long term valuations.

The fund seeks capital appreciation in the long term by investing in small-size companies in 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 located in the U.S.

As part of its quantitative analysis, the team evaluates companies on the basis of factors such as valuation, quality, investor behavior and earnings growth.

The team then narrows the investable universe to a list of highly-ranked companies based on diversification and risk considerations.

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 also invest in exchange-traded funds and other investment companies from time to time.

In addition, the fund estimates to utilize derivatives, such as options, futures contracts, forwards and swaps.