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 invests in securities of domestic and international companies.

The team assesses a security’s value based on an issuer’s financial profile, management, and business prospects.

In addition, the team evaluates a security on the basis of financial information, market trends and price movements.

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 invests approximately 40% of its net assets in foreign assets.

However, the fund could invest a much lower percentage of its net assets in foreign assets depending on market conditions.

According to the investment team, an asset maybe determined to be foreign based on the issuer’s domicile, principal place of business, stock exchange listing, source of revenue, or other factors.

Foreign securities may also include depositary receipts.

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 securities of issuers throughout the world, and invests a portion of its net assets in foreign assets.

According to the team, an asset may be determined to be foreign based on the issuer’s domicile, principal place of business, stock exchange listing, source of revenue, or other factors.

Foreign securities may also include depositary receipts.

The team also reviews companies on the basis of data such as historical earnings growth and estimated future growth, valuation, and price momentum.

Additionally, the 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 manager will allocate its assets broadly among developed and emerging countries and among multiple asset classes.

The fund may also invest in equity derivatives such as futures contracts to either hedge its exposure or gain exposure to certain investments. 

The fund seeks to generate excess return to market indexes through its process of stock selection while matching sector allocation. With less than 50 holdings, the fund is diversified in some of the argest techology, consumer goods, healthcare and financial services companies with above average earnings growth. With active management, the fund managers are willing to trade and take advantage of market volatility while monitoring market risks. About 50% of fund's asset is invested in top 10 holdings.  

The fund seeks to invest in large cap companies that are out of favor for what the fund managers believe are for temporary reasons or factors. With the help of quantitative research process, the analyst team starts with high quality large cap companies. The process further distills down the list of companies based on long term viablity of the business model in the changing market conditions,. The portfolio manager also reviews technical indicators while evaluating investment opportunities. With a turnover of less than 30%, the fund expects to hold an investment in a company for at least three years.

The fund seeks capital appreciation in the long term by investing in companies across any size 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 equity securities globally.

The team focuses on securities that exhibit low volatility returns.

In addition, the team reviews a company’s track record of earnings growth and estimated future growth, valuation, and price momentum.

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 invest in securities denominated in U.S. dollars and the currencies of the foreign countries in which it may invest.
 

The fund seeks to divide its investment between growth and value stocks in mid cap segment of the market. The investment process starts with a list of high quality companies, with more than $8 billion in market capitalization, and divides the list in two groups. First includes a list of companies that are growing at a faster rate than the market and the second group includes a list of stable companies but with stock prices that are lagging the market valuation for temporary reasons. Then, analysts evaluate management performance and quality of executive team. Moreover, the fund prefers to invest in companies that have strong balance sheet and minimal debt.

The fund seeks capital appreciation in the long term by investing in small-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 companies that have demonstrated above-average revenue and earnings growth over time.

The team also favors companies that are estimated to develop rapid sales and earnings growth in the future.

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.
 

There are more than 2,000 companies in the small cap segment of the market and most companies are not on the radar of Wall Street. Smaller companies often have fewer product lines and narrower business focus but these innovative companies are have several growth opportunities. The investment team looks to seperate fast growing companies in growth bucket and also identify financially strong companies that may be lagging the market in value bucket. The portfolio fo these two groups of companies is expected to provide better than average growth over a market cycle and lesser than average market volatilty.