The fund seeks long-term capital appreciation by investing in companies around the world including the United States.
The fund starts with a list of companies in the benchmark index and then the research team with the help of quantitative research narrows the investable universe to include companies that meet hurdles on debt, earnings, cash flow, and growth.
The team then conducts a detailed review of financial statements including a broad set of sustainability ESG issues including board diversity, climate change policies, and supply chain and human rights policies.
ESG criteria vary from industry by industry and the fund prefers to invest in companies with a proven track record of financial success and are leaders in implementing ESG policies and offer above-average growth potential.
The fund generally invests 50%, and at least 40% of its total assets in securities issued by foreign companies.
The fund seeks long-term capital appreciation by investing in small- and mid-size companies in the U.S. that meet environmental, social and governance criteria.
The fund starts with a list of companies in the benchmark index and then the research team with the help of quantitative research narrows the investable universe to include companies that meet hurdles on debt, earnings, cash flow, and growth.
The team then conducts a detailed review of financial statements including a broad set of sustainability ESG issues including board diversity, climate change policies, and supply chain and human rights policies.
ESG criteria vary from industry by industry and the fund prefers to invest in companies with a proven track record of financial success and ESG policies implementation.
The fund may invest up to 20% of its total assets in securities issued by foreign companies.
