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.

The process employs a fund of funds strategy, which means the fund invests in mutual funds and ETFs (Underlying Funds).

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

Next, the research team invests in sustainable impact investments.

Sustainable impact investments are Underlying Funds that self-identify as socially responsible impact funds or environmental, social and governance funds, and Underlying Funds that have a better-than-average Portfolio Sustainability Rating.

Then the team employs a performance-and risk-based ranking system to Underlying Funds and selects investments for the fund based on these rankings.

Next, the team ranks Underlying Funds by recent returns and invests in top performers.

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.