The concentrated fund is designed invests in large to small cap companies that experiencing faster earnings or cash flow growth.
With top 10 holdings having 62% of total assets, portfolio managers are not shy in allocating as much as 11% to a single stock. The strict investment process looks for companies with established business franchise, rising earnings and cash flows and above average returns of equity.
The fund practices morally responsible investing based and avoids all companies that are contrary to core values and teachings of the Roman Catholic Church. The fund avoids companies that are engaged in abortion, pornography, embryonic stem cell research and have policies that undermine the sacrament of marriage.
The multi-cap fund invests in stocks of growth companies that meet not only investment but also moral soundness screens.
The fund seeks to investment in market leaders with strong balance sheet, expectations of rising earnings and cash flows and companies with pricing power. Stocks are purchased to be held at least for three years and but are sold if market price is above the estimate of the intrinsic value.
Companies also have to meet moral screens set by Catholic Advisory Board that avoid investment in companies engaged in abortion, pornography, embryonic stem cell research and policies undermining sacrament of marriage.
The fund seeks to investment in companies with strong balance sheet, history of dividend and the prospect of higher dividend.
Investment process is designed to find companies with strong cash flow and culture of returning cash to shareholder. Companies with high operating margins, high return on capital and low financial leverage are likely candidates for the fund.
The fund practices morally responsible investing based and avoids all companies that are contrary to core values and teachings of the Roman Catholic Church. The fund avoids companies that are engaged in abortion, pornography, embryonic stem cell research and have policies that undermine the sacrament of marriage.
The multi-cap fund looks to diversify across small to large cap companies that are currently out of favor with investors.
With long term focus, investment team looks for financially strong companies with the expectations of near term catalyst with an impact on earnings or cash flow and improve shareholder value.
The fund practices morally responsible investing based and avoids all companies that are contrary to core values and teachings of the Roman Catholic Church. The fund avoids companies that are engaged in abortion, pornography, embryonic stem cell research and have policies that undermine the sacrament of marriage.
The morally responsible fund seeks to invest in global leaders with operations based around the world.
The investment process of the fund looks for global companies with strong balance sheet, stable earnings and near term catalysts to improve earnings and cash flow. The fund also limits investment in any country to less than 25% outside of the U.S. and currently has no meaningful exposure in emerging markets.
The fund practices morally responsible investing based and avoids all companies that are contrary to core values and teachings of the Roman Catholic Church. The fund avoids companies that are engaged in abortion, pornography, embryonic stem cell research and have policies that undermine the sacrament of marriage.
