The fund seeks capital appreciation in the long term by investing in 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 long and short futures and call and put options on futures, cash and cash equivalents, including money market funds, and income securities of any maturity or credit quality, and investment companies that invest in such income securities.
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 seeks capital appreciation in the long term by investing in companies 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 companies that design and build robotics and automation systems worldwide.
The team seeks to invest in U.S. and foreign companies involved in innovative and breakthrough technologies across multiple sectors.
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 companies worldwide with innovation technologies and potential for outperformance over the long-term.
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 companies with game changing technologies in sectors such as manufacturing, infrastructure, transportation, energy, healthcare, information technology, media and communications.
The fund invests more than 25% of its net assets in the machinery and electrical equipment industries, collectively.
Also, the fund invests in developed markets but may also invest in emerging markets.
The fund is non-diversified, which means that it may be invested in the securities of a single issuer.
