The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.
The sub-adviser’s 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 in securities economically tied to emerging markets.
According to the team, emerging markets are generally those with a less-developed economy and per-capital income significantly lower than the U.S.
Representative emerging market countries are China (Asia), Brazil (South America), Russia (Europe and Asia), India (Asia) and/or Taiwan (Asia).
The team then utilizes a Defined Risk Strategy (DRS) that seeks to provide risk-managed growth of capital while seeking to minimize the traditional losses incurred during bear markets.
The DRS philosophy is based upon the premise that market timing and/or stock selection is extremely difficult, may produce volatile returns and that asset allocation is limited in its risk reduction.
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 seeks capital appreciation in the long term by investing in companies across any size outside the United States.
The sub-adviser’s 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 focuses on investing in developed foreign markets.
The team then utilizes a Defined Risk Strategy (DRS) seeking to achieve long-term growth of capital with superior risk-adjusted returns over a full market cycle with potentially less downside risk and volatility than the benchmark.
The DRS philosophy is based upon the premise that market timing and/or stock selection is extremely difficult, may produce volatile returns and that asset allocation is limited in its risk reduction.
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 will invest a significant portion of its net assets in securities economically tied to foreign developed markets and at least 15% of its assets in securities tied to emerging markets.
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The sub-adviser’s 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 in securities of companies through exchange-traded funds.
The team then utilizes a proprietary Defined Risk Strategy (DRS) that seeks to provide risk-managed growth of capital while seeking to minimize the traditional losses incurred during bear markets.
The team seeks to protect against large losses by hedging the equity securities in the portfolio through investments in protective long-term index or ETF put options.
Additionally, the team seeks to increase returns by buying and selling call and put options on several ETFs or indices using hedging strategies.
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.
However, the fund may invest in securities of medium and large capitalization companies as well as foreign companies.
