The fund seeks long-term capital appreciation by investing in companies in China.

The fund operates on a belief that investors are slow in processing new information and this persistent lag in investor’s response in recognizing positive catalyst change leads to market inefficiency.

The investment process starts with a list of companies with market capitalization above $200 million. The research team then using systematic principles and fundamental analysis identifies a list of companies with attractive long-term above-average earnings growth.  

Next, the team using qualitative analysis and industry research narrows the list to include companies with market leadership, competent management, and long research and development pipeline.

Then, the team using disciplined approach screens daily the list of companies for positive earnings surprises and weekly for positive earnings revisions. In addition, the team evaluates the sustainability of earnings change and scalability of business model for the potential to generate rising profit margin as the revenue accelerates.

The fund favors companies undergoing positive change and prefers to invest in companies with underappreciated earnings power. The dynamic investment process leads to high portfolio turnover and the fund allocates capital based on conviction to between 50 and 80 stocks.

The fund seeks long-term capital appreciation by investing in companies in emerging markets.

The fund operates on a belief that investors are slow in processing new information and this persistent lag in investor’s response in recognizing positive catalyst change leads to market inefficiency.

The investment process starts with a list of companies with market capitalization between $100 million and $5 billion. The research team then using systematic principles and fundamental analysis identifies a list of companies with attractive long-term above-average earnings growth.  

Next, the team using qualitative analysis and industry research narrows the list to include companies with market leadership, strong corporate governance and companies that fit in current secular growth themes including increased healthcare spending, automation and growth in e-commerce.

Then, the team using disciplined approach screens daily the list of companies for positive earnings surprises and weekly for positive earnings revisions. In addition, the team evaluates the sustainability of earnings change and scalability of business model for the potential to generate rising profit margin as the revenue accelerates.

The fund favors companies undergoing positive change and prefers to invest in companies in China, Taiwan, South Korea, India and Brazil with maximum individual allocation of 5%.

The dynamic investment process leads to high portfolio turnover and the fund allocates capital based on conviction to between 50 and 80 stocks.

The fund seeks long-term capital appreciation by investing in companies around the world.

The fund operates on a belief that investors are slow in processing new information and this persistent lag in investor’s response in recognizing positive catalyst change leads to market inefficiency.

The investment process starts with a list of companies included in its benchmark index or have a market capitalization of less than $1.5 billion. The research team then using systematic principles and fundamental analysis identifies a list of companies with attractive long-term above-average earnings growth and are in the rapid expansion phase.

Next, the team using qualitative analysis and industry research narrows the list to include companies with market leadership, strong management and have durable business model.

Then, the team using disciplined approach screens daily the list of companies for positive earnings surprises and weekly for positive earnings revisions. In addition, the team evaluates the sustainability of earnings change and scalability of business model for the potential to generate rising profit margin as the revenue accelerates.

The dynamic investment process leads to high portfolio turnover and the fund allocates capital based on conviction to between 50 and 80 stocks.

The fund may allocate assets without limits to companies in and outside the United States.

The fund seeks long-term capital appreciation by investing in small-cap companies outside the United States including emerging markets.

The fund operates on a belief that investors are slow in processing new information and this persistent lag in investor’s response in recognizing positive catalyst change leads to market inefficiency.

The investment process starts with a list of companies with market capitalization between $30 million and $5 billion. The research team then using systematic principles and fundamental analysis identifies a list of companies with attractive long-term above-average earnings growth.  

Next, the team using qualitative analysis and industry research narrows the list to include companies with market leadership, competent management, and long research and development pipeline.

Then, the team using disciplined approach screens daily the list of companies for positive earnings surprises and weekly for positive earnings revisions. In addition, the team evaluates the sustainability of earnings change and scalability of business model for the potential to generate rising profit margin as the revenue accelerates.

The fund favors companies undergoing positive change and prefers to invest in companies with underappreciated earnings power. The dynamic investment process leads to high portfolio turnover and the fund allocates capital based on conviction to between 50 and 100 stocks.

The fund seeks long-term capital appreciation by investing in micro-cap companies in the United States.

The investment process starts with a list of companies included in the benchmark index and with market capitalization less than $600 million. The research team then using systematic principles and fundamental analysis identifies a list of companies with attractive long-term earnings growth. 

Next, the team using qualitative analysis and industry research narrows the list to include companies with market leadership, competent management, and long research and development pipeline.

Then, the team using disciplined approach screens daily the list of companies for positive earnings surprises and weekly for positive earnings revisions. In addition, the team evaluates the sustainability of earnings change and scalability of business model for the potential to generate rising profit margin as the revenue accelerates.

The fund favors companies undergoing positive change and prefers to invest in companies with underappreciated earnings power.

The dynamic investment process leads to high portfolio turnover and the fund allocates capital based on conviction to between 60 and 120 stocks.

The fund seeks long-term capital appreciation by investing in small-cap companies in the United States.

The investment process starts with a list of companies with market capitalization between $400 million and $5 billion. The research team then using systematic principles and fundamental analysis identifies a list of companies with attractive long-term earnings growth.  

Next, the team using qualitative analysis and industry research narrows the list to include companies with market leadership, competent management, and long research and development pipeline.

Then, the team using disciplined approach screens daily the list of companies for positive earnings surprises and weekly for positive earnings revisions. In addition, the team evaluates the sustainability of earnings change and scalability of business model for the potential to generate rising profit margin as the revenue accelerates.

The fund favors companies undergoing positive change and prefers to invest in companies with underappreciated earnings power. The dynamic investment process leads to high portfolio turnover and the fund allocates capital based on conviction to between 60 and 120 stocks.