The fund seeks aggressive growth 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 mutual funds and exchange-traded funds (Underlying Funds), with each Underlying Fund investing in foreign equity securities.
Then the research team utilizes a proprietary investment analysis called Rational Analysis to integrate elements of fundamental analysis, technical analysis and quantitative analysis into a rational decision-making model, in selecting Underlying Funds for the fund.
Technical analysis involves evaluating securities by analyzing statistics generated by market activity, such as past prices and volume.
Fundamental analysis involves evaluating intrinsic value of securities by examining economic, financial and other qualitative and quantitative factors.
Fundamental analysis attempts to examine all of the factors that can affect the value of securities of an Underlying Fund, including macroeconomic factors like the overall economy and industry conditions and factors specific to an individual security such as the financial condition and management of a company.
In the quantitative analysis the investment team utilizes mathematical and statistical calculations for an analysis of Beta, standard deviation, and Sharpe ratios.
The research team then seeks to blend together information from each approach depending on a particular security, or a specific portfolio of securities into a rational approach to investment decision making.
Further, the team utilizes RiskPro which provides an estimate of the range of gain or loss of a portfolio of securities over a forward-looking rolling twelve-month period.
RiskPro’s algorithms take into account the volatility of the portfolio over the prior twelve months; a comparison of the portfolio’s volatility over the prior twelve-month period to the volatility of the S&P 500 Index, and the long-term volatility of the S&P 500 Index.
Depending on market conditions, the fund’s potential gain or loss, as estimated by RiskPro may be below 30% from time to time.
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 invests at least 40% of its net assets (or 30% of its net assets if conditions are not favorable) in Underlying Funds that invest in foreign equity securities.
The fund seeks aggressive growth by investing in companies across any size 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.
The fund invests at least 80% of its net assets in equity securities of Underlying Funds, and may also invest a portion of its net assets in Underlying Funds that invest in international securities, fixed-income securities, or cash equivalents.
Then the research team utilizes a proprietary investment analysis called Rational Analysis to integrate elements of fundamental analysis, technical analysis and quantitative analysis into a rational decision-making model, in selecting Underlying Funds for the fund.
Technical analysis involves evaluating securities by analyzing statistics generated by market activity, such as past prices and volume and stock price momentum.
Fundamental analysis involves evaluating intrinsic value of securities by examining economic, financial and other qualitative and quantitative factors.
Fundamental analysis attempts to examine all of the factors that can affect the value of securities of an Underlying Fund, including macroeconomic factors like the overall economy and industry conditions and factors specific to an individual security such as the financial condition and management of a company.
In the quantitative analysis the investment team utilizes mathematical and statistical calculations for an analysis of Beta, standard deviation, and Sharpe ratios.
The research team then seeks to blend together information from each approach depending on a particular security, or a specific portfolio of securities into a rational approach to investment decision making.
Further, the team utilizes RiskPro which provides an estimate of the range of gain or loss of a portfolio of securities over a forward-looking rolling twelve-month period.
RiskPro’s algorithms take into account, among other factors, the volatility of the portfolio over the prior twelve months; a comparison of the portfolio’s volatility over the prior twelve-month period, to the volatility and the long-term volatility of the S&P 500 Index.
Depending on market conditions, the fund’s potential gain or loss, as estimated by RiskPro may be below 30% from time to time.
