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

The investment process is designed to highlight companies trading at reasonable valuations.

The research team uses fundamental research to identify companies that exhibit higher quality business and financial characteristics.

The team employs qualitative techniques to look for companies that have sustainable business models, financial stability, and prudent capital management.

In addition, the team also evaluates a company on the basis of business stability, profitability, balance sheet sustainability, accounting practices, and growth opportunities.

The investment team also considers environmental, social and governance factors when assessing investment opportunities.

The fund has the flexibility to invest in companies across any market capitalization.

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

The investment process starts by identifying higher-quality companies with financial strength. The research team combines quantitative and qualitative techniques to highlight companies based on business stability, profitability, balance sheet sustainability, accounting practices, and growth opportunities.

Next, the team narrows the investable universe to companies exhibiting durable business models, financial stability, prudent capital management, and past economic success.

The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities. The ESG analysis considers the range of impacts that ESG factors may have on future revenues, expenses, assets, liabilities and overall risk. 

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

The investment process starts by identifying companies with superior financial strength. Then the research team combines quantitative and qualitative techniques to highlight companies based on strengths in profitability and cash generation, balance sheet sustainability, growth, and earnings quality.

Next, the team picks companies exhibiting durable business models, and favoring market leaders with distinct products or services, whose stocks trade at reasonable valuations.

The investment team also considers environmental, social and governance factors when assessing investment opportunities.

The ESG analysis considers the range of impacts that ESG factors may have on future revenues, expenses, assets, liabilities and overall risk.    

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

The investment process is designed to highlight companies that exhibit higher quality business and financial characteristics.

The research team starts with a review of companies with sustainable business models, financial stability, prudent capital management, and financial statements that indicate past economic success.

Next, the team employs both quantitative and qualitative techniques to select companies on the basis of business stability, profitability, balance sheet sustainability, accounting practices, and growth opportunities.

The investment team also considers environmental, social and governance factors when assessing investment opportunities. The ESG analysis considers the range of impacts that ESG factors may have on future revenues, expenses, assets, liabilities and overall risk.

The fund excludes companies with significant exposure in specific products or services, considering their revenue dependence, market share, and severity.

In addition, the team reviews five broad areas such as products and services; environmental impact; workplace conditions; community impact; and corporate governance. The fund may avoid companies that it considers to have substandard performance in one or more of these areas.

The fund manager constructs a diversified portfolio of companies across sectors that are estimated to meet management quality and financial performance criteria and trading at reasonable prices and meet environmental, social, and governance criteria.

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 focuses on higher quality companies that are trading at reasonable valuations.

Also, the team reviews a company’s financial statements and their footnotes, focusing on a company’s profitability and cash generation, stability, balance sheet sustainability, growth, and earnings quality.

In addition, the team prefers companies with durable business models, including a superior competitive position, favoring market leaders with distinct products or services.

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 fund is broadly diversified across economic sectors.

The fund seeks capital appreciation in the long term by investing in 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 focuses on stocks of higher-quality companies that are trading at reasonable valuations.

The team believes higher quality companies demonstrate financial stability, prudent capital management, and financial statements that indicate economic success.

In addition, the team evaluates companies on the basis of business stability, profitability, balance sheet sustainability, accounting practices, and growth opportunities.

Additionally, the 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 fund is broadly diversified across economic sectors, countries, and currencies.

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

The investment process is designed to highlight companies that demonstrate superior business and financial characteristics.

The research team is using quantitative techniques to identify companies on the basis of business stability, profitability, balance sheet sustainability, accounting practices, and growth opportunities.

Next, the team looks for companies that offer durable business models, financial stability, prudent capital management, and financial statements that indicate past economic success.

The investment team also considers environmental, social and governance factors when assessing investment opportunities.    

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

The investment process is designed to highlight companies with superior financial strength.

The research team combines quantitative and qualitative techniques to highlight companies based on strengths in profitability and cash generation, balance sheet sustainability, growth, and earnings quality.

Next, the team favors companies trading at reasonable valuations and exhibiting durable business models, market leaders with distinct products or services.

The investment team also considers environmental, social and governance factors when assessing investment opportunities.