The fund seeks capital appreciation and current income by investing in mega-and large-size companies in 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 significantly in equity securities that pay interest or dividends.

The team prefers well-established companies that are financially sound.

In addition, the team favors companies that pay dividends, and have the capacity to raise dividends in the future.

Additionally, the team reviews the company’s income statement, cash flow statement and balance sheet.

In selecting securities for the portfolio, the research team focuses on companies that are trading at discounts to their estimated intrinsic value.

Also, the research team integrates environmental, social and governance factors as part of its process.

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 fund may also invest in non-dividend-paying equity securities, short-term instruments and money-market instruments.

Also, the fund does not invest in companies that derive significant revenues from the extraction, exploration, production or refining of fossil fuels.

However, the fund may invest in companies that use fossil fuel-based energy to power their operations or for other purposes.

The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.

The investment process is designed to highlight undervalued companies in the benchmark index that are trading at a discount to their estimated intrinsic value.

The investment team also integrates environmental, social, and governance factors into its investment process.

The aim of the strategy is to provide good workplaces for their employees.

Then the research team believes companies with good workplaces usually are able to recruit and retain better employees, and perform at a higher level in terms of innovation, productivity, customer loyalty and profitability.

The team evaluates companies with good workplaces based on factors such as respectful and fair treatment of employees, employee satisfaction and engagement, pay and benefits, family-friendly policies, and support for volunteerism and philanthropy.

The research team prefers companies that are financially sound and have good prospects for the future.

The manager also reviews the company’s income statement, cash flow statement and balance sheet, and analyzes the company’s sustainable strategic advantage and management team. Then the team also looks for companies with quality management teams that will act in the best interest of shareholders.

The research team emphasizes companies with wide moats or strong competitive advantages that protect market share and profitability.

Then the manager constructs a portfolio of 30 holdings from a list of companies favored by the research team and allocates capital based on its conviction level.

The portfolio comprises of companies that offer outstanding workplaces, and this workplace focus can result in significant exposure to technology companies, many of which are leaders in offering positive and innovative workplaces.

The fund is fossil-fuel free, as it does not invest in companies that derive significant revenues from the extraction, exploration, production or refining of fossil fuels.  However, the fund may invest in companies that use fossil fuel-based energy to power their operations or for other purposes.

The fund may invest to a lesser extent in small- and mid-capitalization companies, and may purchase foreign securities directly on foreign markets.

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process is designed to highlight undervalued companies in the benchmark index that are trading at a discount to their estimated intrinsic value.

The investment team also integrates environmental, social, and governance factors into its investment process.

Then the research team prefers companies that are financially sound and have good prospects for the future.

The research team emphasizes companies with wide moats or strong competitive advantages that protect market share and profitability.

The team also reviews the company’s income statement, cash flow statement and balance sheet, and analyzes the company’s sustainable strategic advantage and management team. The team also considers companies with quality management teams that will act in the best interest of shareholders.

Then the manager constructs a portfolio of 40 holdings from a list of companies that have the potential for capital appreciation in the long term.

The fund is fossil-fuel free, as it does not invest in companies that derive significant revenues from the extraction, exploration, production or refining of fossil fuels.  However, the fund may invest in companies that use fossil fuel-based energy to power their operations or for other purposes.

The fund may invest up to 20% of its net assets in smaller- and larger-capitalization companies, and may invest up to 20% of its net assets in foreign securities.

The fund strives to outperform the benchmark index over the long run on a risk-adjusted basis with a high active share.