The fund seeks to appreciate capital by investing in dividend-paying companies.

The investment process starts with companies with dividend track record and then with the help of fundamental research develops a deeper understanding of growth profile. The research team separates companies in three groups – dividend champions, initiators and accelerators.

The investment process also looks at dividend paying companies whose stocks are out of favor for temporary reasons and are expected to regain favor with investors.

The fund holds between 35 and 50 stocks and allocates about 33% of its assets in top 10 holdings.

The fund seeks to appreciate capital by investing in emerging markets companies of all sizes.

The investment process is driven by fundamental research of companies, sectors and industries in emerging markets of Asia, Europe and Americas. The research team focuses on small-, mid- and large-size companies with strong financial statements, developed market niches and established growth profiles.

Research team factors economic, regulatory and market conditions for companies in each region and country before narrowing a list of stocks for investment.

The fund holds about 100 stocks and about 33% of total assets are allocated to top 10 holdings.

The fund seeks to generate total return emphasizing both current income and capital gains.

The investment process is geared towards discovering securities that generate superior current income through interest payment or dividends. The fund emphasizes real estate linked securities like Real Estate Investment Trusts and utilities sector and also invests in dividend paying stocks and convertible securities.

The research team looks for companies with lagging stock prices and near-term catalyst in place that may lead to the value creation and reacceleration of earnings. The value investment style helps the fund in providing cushion during the market downturns.

The fund holds between 80 and 100 stocks and allocates about 33% of its total assets to top 10 holdings.

The fund seeks to appreciate capital through investments in large-size companies around the world including the U.S.

The investment process looks for companies with established market niche and strong long-term industry and company fundamentals. The analyst team then looks for companies with lagging stock prices and are expected to regain favor with investors. The team also considers ESG factors while evaluating investment candidates.

Although the fund has flexibility to invest around the world, it primarily invests in U.S. domestic stocks.

The fund holds between 40 and 50 stocks and top 10 holdings account for 40% of total assets.

The fund seeks to appreciate capital by investing in the U.S. based small-size companies.

The investment process starts with companies in the market capitalization between $800 million and $6 billion and narrows the list using quantitative and qualitative metrics focused on financial and strategic performance. The investment team favors companies with a strong balance sheet, established market niches and generating excess free cash flow to finance growth.

The investment approach uses value investment discipline to limit market losses and the portfolio holds about 100 stocks.

The fund seeks total return by investing in securities issues by Real Estate Investment Trusts and real estate companies around the world including the United States.

The fund diversifies risks by diversifying in real estate linked securities in sectors, countries and regions. The fund generally has about 50% of its investment in the U.S. and the rest allocated in Japan, the U.K., Hong Kong, Australia, Canada and developed economies of Europe.

The investment process combines macro-economic views with market conditions, business dynamics and management quality while selecting list of companies. The fund favors high quality companies with solid financial statements and improving fundaments for the current income and capital appreciation.

The fund seeks to generate long term capital gain by investing in companies in mainland China, Hong Kong, Macau and Taiwan.

The fund is sub-advised by Green Court Capital Management Limited and generally focuses on large- and mid-size companies.

The investment process is driven by fundamental research focusing on one company at a time. Analyst team researches on financial and strategic performance and reviews customers, competitors and suppliers in developing a broader and deeper view.

The sub-advisor practices value investment discipline to generate total returns in both up and down markets that are ahead of its benchmark.

The fund seeks capital appreciation as its primary objective and current income as secondary through investing in large-size companies in the U.S.

The investment process is designed to focus on one company at a time. The research team narrows down the list of companies based on attractive valuation and management track record of success in creating shareholder value. The team then ranks companies based on the Economic Value Added – profits exceeding cost of capital. Each company is then evaluated for more valuation analysis based on earnings growth, free cash flow growth and underlying assets.

The portfolio consists between 60 to 80 stocks and holds about 40% of total assets in top 10 holdings.

The fund seeks capital appreciation in the long term through investing in the U.S. based large-size companies.

The investment process uses quantitative techniques and fundamental research to identify stocks that are lagging to their long term valuation. The team of analysts research one company at a time and understand risk and return profile and develop a deeper understanding of the company’s business model, market position and free cash flow generation.

Then the team looks for near term catalysts in place for revaluation of stock price such as management or financial restructuring, innovative product launches or new markets.

The fund holds between 80 and 100 stocks and allocates about 35% of total assets to top 10 holdings.

The fund seeks long term capital appreciation by investing in companies outside the U.S.

The investment process considers companies of all markets capitalization and in developed regions and emerging markets. Then the team of analysts identifies companies with superior growth track record and prospects, solid financial strengths and established with market niches.

The team then also considers economic, regulatory and social factors in narrowing the list for the long term investments. The fund holds between 80 and 100 stocks and about 20% of assets are invested in top 10 stocks.

The fund seeks to appreciate capital through investing in foreign companies in the developed and emerging markets.

The investment process starts with companies with market capitalization of more than $2.5 billion and then applies financial screens to narrow the list of stocks that are lagging their estimated long term valuation.

The research team then considers local and regional market conditions, political climate and business dynamics to prepare a list with a potential to create shareholder valuations. The fund allocates about 25% of its assets in top 10 holdings.

The fund seeks to appreciate capital through investing in small companies outside of the United States.

The fund considers investments in developed regions and emerging markets around the world and diversifies investment across many industries, countries and geographical regions.

The investment process starts with small-size companies in the market cap range between $500 million and $3 billion and then applies fundamental research and qualitative criteria to identify profitable and well-managed companies. The research team then looks to buy companies that are trading at reasonable price compared to estimated returns.

The fund holds about 100 stocks and top 10 holdings account for 18% of total assets.

The fund seeks long term gains by investing in small- and mid-size companies between the market capitalization of $50 million and $10 billion at the time of purchase.

The investment process uses financial metrics screens for companies trading at attractive prices to long term estimate of value and generating attractive cash flow. The research team also looks for catalysts that can reenergize earnings or stock revaluation either through restructuring, spin off or business sale.

The fund used value investment discipline and strict sell discipline to limit downside in the fund.  

The fund seeks to generate capital gains by investing in large-size companies in the U.S.

The value investment discipline focuses on companies with established market presence, stable cash flows and earnings and attractive return on capital but with lagging stock prices. Analysts take a closer view and look for sources of earnings reinvigoration or events that may lead to higher stock revaluation.

The diversified fund holds between 70 and 80 positions and allocates about 30% of its asets to top 10 holdings.

The fund seeks long term capital gain and principal protection.

The investment process uses long and short positions using stocks, exchange traded funds, fixed income securities and restricted securities. The long portion of the fund generally holds companies that are expected to generate superior growth to peers and market indexes and are believed to trade at a discount to their long term valuations.

The short port of the fund is used to increase returns or reduce certain risks through short sale of exchange traded funds representing macro-economically challenged sectors, markets or geographies or selling securities of companies that are expected to decline or selling positions to offset cyclical, currency, or country-specific risks.

The net long exposure in the fund can reach 150% of net asset value and net short exposure can drop as low as 20$ of NAV.

The fund seeks to appreciate capital by investing in mid-cap companies in the U.S.

The investment process starts with a list of companies in the market cap between $2.5 billion and $30 billion. Then the research team narrows the list using quantitative screens and fundamental research to identify companies with above average growth prospects.

Analysts take a deeper look in companies with catalysts for growth and market revaluation, stocks that are not well followed by the Wall Street and that are not widely held by other managers or have a small weight in the benchmark.

The fund holds 105 stocks in the portfolio and top 10 holdings account for less than 20% of total assets.

The fund seeks to grow capital by investing in mid-size companies in the U.S.

The investment process focuses on a list of mid-size companies around the market capitalization of $13 billion. The analyst team then looks for companies with long term growth prospects, solid financials and established market niches. The team then takes a deeper dive and determines the difference between the long term value and the current market price and the reasons for the discount.

The fund holds between 45 and 55 stocks with a long term investment objective of 3 to 5 years.

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

The investment process combines quantitative and qualitative analysis to identify companies in the benchmark index that have the potential to increase in value.

The disciplined, bottom-up process focuses on a company’s free cash flow generation, product or process enhancements, margin increases, and improved capital structure management.

Then the research team selects companies on the basis of their financial condition, industry position, market opportunities, senior management teams as well as any relevant economic, political and regulatory factors.

In addition, the team also integrates environmental, social, and governance factors into its investment process.

Then the manager constructs a concentrated portfolio with typically 30 to 40 core holdings invested across three distinct categories such as Special Situations, Opportunistic and Classic.

Special Situations have unique attributes such as restructurings, spin-offs, post-bankruptcy equities that require specific methodologies and customized investment research.

Opportunistic investments are companies that have become inexpensive for a tangible reason that the manager believes is temporary.

Classic investments are those companies with long histories of shareholder-friendly policies, high-quality management teams and consistent operating performance.

The fund has the flexibility to invest in stocks of foreign companies. At times, the manager may emphasize certain sectors that will benefit from market or economic trends.

The fund seeks to invest in real estate securities and generate capital appreciation and current income.

The investment process looks for real estate securities in various sectors including data centers, infrastructure, residential, commercial and healthcare. Analysts prepare a list of investment opportunities considering company’s current financial condition and industry position. The team then also considers market and economic conditions.

The concentrated fund of less than 35 securities may hold as much as 52% of its assets In top 10 holdings.

The fund seeks capital appreciation through investing in small-size U.S. companies.  

The investment process focuses on uncovering growth prospects, growth profile and growth drivers of small-size companies. The fund looks for opportunities in market cap range between $1 billion and $4 billion.

The analyst team using quantitative and qualitative metrics look for companies with underappreciated growth or companies that may be out of favor temporary reasons but are expected to regain growth momentum and established growth companies that are expanding their product offerings.

The fund holds about 100 stocks and allocates about 20% of its assets in top 10 holdings.

The fund seeks capital appreciation by investing in high quality companies that also meet the environmental, social and governance criteria.

The fund focuses on mid-size companies with at least $2 billion in market capitalization and large-size companies with at least $10 billion. The fund also avoids companies involved with tobacco, alcohol, gambling, weapons, or nuclear power. The fund also avoids companies with primary revenues derived from non-consumer sales to the military.

The investment process looks for companies with attractive and proven growth profiles and stocks trading at a discount to long term valuations. In addition, the investment team looks at a company’s record in public health and the nature of its products.

The fund holds around 40 stocks and allocates about 40% of total assets to top 10 holdings.

The fund seeks capital appreciation through current income.

The fund invests in fixed-income securities and writes collateralized put options on both U.S. indices including the S&P 500 Index and the Russell 2000 Index, and exchange traded funds. The fund makes efforts to generate income by selling puts on those investments and in fixed-income securities which collectively are intended to reduce volatility to what it would be if the fund held the underlying equity index on which the options are written.

The fund’s primary investments are in investment grade fixed income securities and are intended to provide liquidity and preserve capital and serve as collateral for the investments in options.