The fund seeks maximum capital appreciation in the long term by investing in companies across any size in the United States.
The investment process is designed to highlight high quality companies in the benchmark index that incorporate Catholic values.
The process may also invest in dividend paying securities.
Then the research team focuses on companies with above-average growth in revenues and/or earnings, above-average returns on shareholders’ equity, potential for above-average capital appreciation, and/or attractive relative valuations.
The team narrows the investable universe to a list of companies that exhibit characteristics such as high profitability levels, balance sheet strength, competitive advantages, and ability to generate excess cash flows.
Other factors into consideration would include meaningful management ownership stakes, attractive reinvestment opportunities, and/or superior market share positions.
Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
The fund makes investment decisions consistent with the United States Conference of Catholic Bishops’ Socially Responsible Investing Guidelines.
The fund is designed to avoid investments in companies that are believed to be involved with abortion, contraception, embryonic stem cells, human cloning, human rights, weapons production, and pornography that conflict with the USCCB Guidelines.
From time to time, the fund may hold a significant percentage of its investments in specific sectors of the economy, including the information technology sector.
The fund seeks to maximize capital appreciation in the long term by investing in companies across any size in the United States.
The investment process starts with a list of companies in the benchmark index to identify investment opportunities.
Then the research team relies on fundamental analysis to identify companies with above-average revenue and earnings growth, high returns on shareholders’ equity, potential for above-average capital appreciation, and attractive relative valuations.
Next, the team narrows the investable universe to a list of high-quality companies demonstrating profit growth, balance sheet strength, competitive advantages, and cash flow generation characteristics.
The team also considers factors such as significant management ownership stakes, options to reinvest in attractive opportunities, and superior market share positions.
Then the manager constructs a portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.
The fund may invest in dividend paying securities, and from time to time, may hold a significant percentage of its investments in specific sectors of the economy.
