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 invests in securities of alternative energy companies (both U.S. and non-U.S.).

The team focuses on a particular group of companies that are considered to be Sustainable Energy companies.

According to the team, Sustainable Energy companies are companies that generate, produce or provide alternative or renewable sources of energy, or that produce, generate, transport, or deliver energy applications in a way that makes alternative or renewable energy more efficient or accessible or reduces the use of environmentally depletive energy resources.

In selecting securities for the portfolio, the research team assesses a company’s business and business prospects, market capitalization, the valuation of the company, its dividend history, and its ratio of debt to equity.

The team also considers how the company’s business relates to sustainable characteristics like growth or development of alternative or renewable energy.

Next, the team narrows the investable universe on the basis of characteristics such as Generation, Installation, Displacement, and Electrification.

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 normally holds around 30 positions of approximately equal weight, but the portfolio may vary over time, and may have as few as 25 holdings, or may hold securities in 75 or more companies.

The fund may invest in companies economically tied to U.S. and to foreign countries, including, potentially, companies domiciled or traded in emerging markets, including China.

Additionally, the fund has the flexibility to take temporary defensive positions in cash and cash equivalents, including money market funds, to respond to adverse market, economic, political or other conditions.

The fund will invest in alternative energy companies including companies that generate power through solar, wind, hydroelectric, tidal wave, geothermal, biomass or biofuels.

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

Then the research team focuses on securities of companies that are tied economically to countries in Asia excluding Japan.

The team screens companies utilizing a proprietary process that is focused on quality returns, attractive valuations, improving sentiment, and positive price action.

Next, the team narrows the investable universe and evaluates the stocks in the top decile of the universe.

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 normally holds around 35 positions of approximately equal weight, but the portfolio may vary over time, and may have as few as 25 holdings, or may hold securities in 75 or more companies.

The manager will invest in securities of companies in at least four different countries in Asia, which may be developed or emerging markets and which may include China, Hong Kong, Taiwan, South Korea, Singapore, Thailand, Malaysia, Philippines, Vietnam, Indonesia, India, Pakistan, Bangladesh, and Sri Lanka. 

Additionally, the fund has the flexibility to take temporary defensive positions in cash and cash equivalents, including money market funds, to respond to adverse market, economic, political or other conditions.

The fund has the flexibility to invest up to 20% of its portfolio in securities of companies that are outside of Asia, which will generally be in the developed markets, including in the US and the UK.

The fund seeks capital appreciation in the long term by investing in companies across any size located in China and Hong Kong.

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 investment team focuses on companies that are either primarily traded on the China or Hong Kong exchanges or that derive at least 50% of their revenues from business activities in China and/or Hong Kong, but which may be listed and traded elsewhere.

Next, the research team utilizes a proprietary model to screen companies on the basis of quality returns, attractive valuations, improving sentiment, and positive price action.

Then the team ranks and evaluates stocks in the top decile of the investable universe.

Also, as part of its stock selection process, the team assesses the fundamentals and performs due diligence 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 portfolio normally holds around 35 positions of approximately equal weight, but the portfolio may vary over time, and may have as few as 25 holdings, or may hold securities in 75 or more companies.

Additionally, the fund has the flexibility to take temporary defensive positions in cash and cash equivalents, including money market funds, to respond to adverse market, economic, political or other conditions.

The fund seeks capital appreciation in the long term by investing in companies across any size 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 principally engaged in the production, exploration or discovery, or distribution of energy including the research and development or production of alternative energy sources.

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 normally holds around 30 positions of approximately equal weight, but the portfolio may vary over time, and may have as few as 25 holdings, or may hold securities in 75 or more companies.

The fund will invest in companies economically tied to U.S. and to foreign countries, including, potentially, companies domiciled or traded in emerging markets.

However, the fund may invest 40% of its net assets in global securities.

According to the investment team, global securities are securities issued by companies with significant business activities outside the U.S.

Additionally, the fund has the flexibility to take temporary defensive positions in cash and cash equivalents, including money market funds, to respond to adverse market, economic, political or other conditions.

The fund seeks capital appreciation in the long term by investing in companies across any size 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 companies that are positioned for growth due to advances in technology, communications, globalism or innovative management.

Also, the team prefers companies that demonstrate the ability to create value through original thinking.

The fund considers companies in the world’s developed stock markets, such as the United States, the United Kingdom, Canada, Japan, Hong Kong, Singapore, Australia, New Zealand and other stock markets in the European Union.

Also, the fund may invest in emerging stock markets, such as in China, Korea, Taiwan, Malaysia, Thailand, South Africa and Mexico.

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 normally holds around 35 positions of approximately equal weight.

However, the fund may invest 40% of its net assets in global securities.

According to the investment team, global securities are securities issued by companies with significant business activities outside the U.S.

In addition, the fund has the flexibility to take temporary defensive positions in cash and cash equivalents, including money market funds, to respond to adverse market, economic, political or other conditions.