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

The investment process is designed to highlight companies that are benefitting from or have the potential to benefit from advances in the use of artificial intelligence.

According to the team, artificial intelligence refers to the development or use by a business of computer systems that perform tasks previously requiring human intelligence such as decision-making or audio or visual identification or perception.

Then the research team focuses on growth companies that have attributes such as an expected growth cycle, accelerating earnings or cash flow, and general growth of a business sector.

The research process is driven by fundamental analysis of one stock at a time and also reviews a company’s financial characteristics.

Next, the team emphasizes companies that have superior, disruptive and enduring business models.

The team employs a highly focused approach to achieve superior long-term returns over a full market cycle.

In addition, the research team utilizes qualitative and quantitative screening as part of its research process.

The qualitative screening focuses on companies that have the potential to grow or otherwise materially benefit partly as a result of their development or use of artificial intelligence in analysis, forecasting, efficiency, automation, consistency and scale.

Also, the research team integrates environmental, social and governance factors as part of its process. The team considers companies that prudently manage environmental sustainability and social responsibilities with good governance and solid financial resources.

Then the manager constructs a portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.

The portfolio typically holds 25 to 60 companies.

The fund is non-diversified, which means that it may invest its net assets in a smaller number of issuers than a diversified fund.
 

The fund seeks capital appreciation in the long term by investing in companies outside 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 focuses on securities issued by companies and financial institutions domiciled or with primary business operations in Developing Market countries.

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 to maximize total return by investing in companies outside 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 in securities of real estate investment trusts and real estate companies.

According to the team, real estate companies are companies that in whole or part derive their assets, revenues, or net profits from the ownership, construction, management, or sale of residential, commercial, or industrial real estate.

Real estate companies also include housing and homebuilding companies; real estate brokers and land developers; and companies with significant real estate holdings.

The research process is driven by fundamental analysis of one stock at a time. 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 assesses a company’s asset, earnings, cash flow and management quality and stability.

As part of the team's analysis of a company's sustainability, the team considers environmental, social and governance factors relating to the company.

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 portfolio holds fewer than 40 companies at any given time.

The fund may also invest in software companies, information technology companies, or other companies that provide real estate related services.

Additionally, the fund may invest in securities of issuers located in developed and emerging market countries.

Also, the fund invests in securities of issuers located in at least three different countries (one of which may be the United States).

In addition, the fund invests at least 30% of its net assets in securities of issuers domiciled outside the United States or whose primary business operations are outside the United States.

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

The investment process combines quantitative and qualitative techniques to identify companies that are trading at a discount to their estimated intrinsic value.

Then the research team relies on fundamental research to identify attractively valued companies.

The team looks for durable companies that generate cash with a management team that wisely manages the company’s environmental, social, and financial resources.

Then the manager constructs a diversified portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.

The fund invests a portion of its net assets in securities issued by companies in the financial services sector, including, without limitation, the banking, brokerage and insurance industries.

The fund seeks primarily a high level of dividend income and secondarily capital appreciation by investing in 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 in equity securities of companies that have a record of paying dividends.

In selecting securities for the portfolio, the research team considers companies that prudently manage environmental sustainability and social responsibilities with good governance and solid financial resources.

In addition, the team assesses companies on the basis of valuation multiples on the basis of book value, earnings, sales, cash flow and dividend yield.

Then the manager constructs a portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.

The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in mega-and large-size companies in the United States.

The investment process focuses on companies that are lagging in market price or underappreciated and trading at a discount to their estimated intrinsic value not yet recognized by investors from the list of companies included in the benchmark index.

The process emphasizes investing in companies that tend to have one or more characteristics that are lower than the equivalent characteristics for companies in the S&P 500 Index.

Then the research team relies on fundamental analysis to evaluate companies in relation to current earnings, cash flow, book value and sales.

In addition, the team focuses on factors such as a company’s market capitalization and dividend yield.

The team also analyzes economic and market conditions to identify potential investments opportunities.

Then the portfolio is constructed of companies that are undervalued but have prospects for long-term continued and consistent growth from the list of companies favored by the research team.

The investment team also considers companies that adhere to environmental, social and governance factors with good governance and solid financial resources.

The fund seeks capital appreciation in the long term by investing in mid-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 in equity securities.

In selecting securities for the portfolio, the research team focuses on companies that are lagging in market price for temporary reasons and are trading at a discount to their estimated intrinsic value.

The team also considers a company’s valuation multiples on the basis of book value, earnings, sales, and cash flow.

In addition, the team focuses on a company’s market capitalization, as well as dividend yield.

The team looks for companies with near-term catalysts, such as new products, technologies, or management, which may trigger an increase in their values.

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 seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The investment process combines quantitative and qualitative techniques to identify companies that have the potential to achieve superior returns over a full market cycle.

The research team prefers companies that have strong and durable business models and competitive advantages.

The investment team also considers companies that adhere to environmental, social and governance factors with good governance and solid financial resources.