The fund seeks capital appreciation in the long term by investing in mid-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 the equity securities of U.S. and foreign companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts that are traded on major U.S. exchanges.

The team favors companies demonstrating growth prospects.

In addition, the team focuses on companies with durable profitability, sustainable revenue growth, favorable industry dynamics, management strength and integrity, as well as an understanding of market expectations of a company.

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 invest up to 15% of its net assets in equity securities of foreign companies.
 

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

The investment process is designed to identify industries or business models that it believes are trading at discounts to their long term outlook either because they are out of favor or earnings potentials are underestimated.

The research team looks for high quality companies with significant barriers to entries and attractive financial metrics including return on investment, strong balance sheet and above average profit margins.

The diversified fund has the flexibility to concentrate in the financial sector and typically no individual holding at cost will exceed 5% or 8% at market value. The fund may invest up to 15% of its total assets in equity securities of foreign companies that are traded on the U.S. exchanges.

The fund seeks capital appreciation in the long term by investing in mid-and large-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 invests in securities of both U.S. and  non?U.S. companies.

In determining whether a company is a U.S. or non-U.S. company, the team considers the company’s jurisdiction of incorporation or organization, the location of the company’s corporate or operational headquarters or principal place of business.

Also, the team considers the location of the principal trading market for the company’s common stock, the location(s) of a majority of the company’s assets or production of its goods and services, and the locations of the primary sources of the company’s revenues or profits.

The team invests in developed markets and emerging markets.

In selecting securities for the portfolio, the research team focuses on companies with growth characteristics that are likely to benefit from current macro?economic and global trends and possess sustainable competitive advantages.

Also, the research team integrates environmental, social and governance factors as part of its process.

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 generally between 35 and 45 companies.

However, the fund will invest at least 40% of its net assets in non?U.S. companies.

Also, the fund is diversified among at least three different countries, including the United States.

The fund may invest in exchange-traded funds.

The fund seeks capital appreciation in the long term by investing in mid-and large-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 considers companies with growth characteristics and that are likely to benefit from current macroeconomic and global trends.

The team also prefers companies with durable competitive advantages.

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.

Generally, the portfolio holds 25 to 35 companies.

The fund invests in developed markets and emerging markets, and will normally be diversified among at least three countries other than the U.S.

Additionally, the fund may invest up to 100% of its net assets in non-U.S. companies and may at times have little or no investment in U.S. companies.

The fund may invest in ETFs.