The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The sub-adviser’s investment process is designed to highlight companies in the benchmark index that are estimated to trade below their fair values.
Next the research team focuses on companies that exhibit balance sheet strength, high earnings expectations; quality management and potential for future growth.
The team also focuses on financial metrics such as price, price history, and valuation multiple such as earnings.
Then the manager constructs the portfolio of above-average, high-quality securities demonstrating superior growth potential.
The fund may invest up to 20% of its net assets in securities of foreign issuers, and in American Depositary Receipts of foreign companies.
The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.
The sub-adviser’s investment process is designed to highlight companies in the benchmark index which appear underpriced as determined by valuation multiples such as earnings and cash flow.
Then the research team relies on fundamental analysis to narrow the investable universe of potential investment opportunities.
Next, the team utilizes proprietary screening software to exclude companies that produce, promote, advertise, sponsor, or offer services related to, abortion or abortion products, pornography, human rights, and gambling.
In addition, the team avoids investing in entertainment companies that produce or support anti-family content in film, games, print, or television.
Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.
The manager relies on stock selection to achieve its results, rather than trying to time market fluctuations.
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The sub-adviser’s investment process is designed to highlight companies in the benchmark index that are either headquartered in Texas or organized under the laws of Texas, or during the most recent fiscal year, derived at least 50% of its revenues or profits from goods produced or sold, investments made, or services performed in Texas or that have at least 50% of its assets in Texas.
The research team through fundamental techniques analyzes factors such as financial conditions, industry position, and market and economic conditions and trends to select investments.
Then the manager constructs a portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.
Next, the team initially equally weights the companies within each sector, but does not equally weight each sector within the fund.
The fund will not invest 25% or more of its net assets in any industry or group of related industries.
However, the fund does intend to have a high level of investments in the oil and gas industry due to the fund’s management team’s belief that such industry has superior growth opportunities.
The fund generally limits investment in any sector or industry below 25% of total assets.
