The fund seeks capital appreciation by investing in U.S. large-size companies.

The sub-advised fund’s investment process combines top-down research with bottom-up stock selection and avoids concentration in securities and sectors. The research team using fundamental research and quantitative screens identifies companies that are trading at prices cheaper to their intrinsic values.

The team also looks for companies that are established with a sustainable business model and are estimated to grow at above-average growth and maintain current earnings momentum.

The diversified portfolio built with risk management is designed to achieve consistent returns on a risk-adjusted basis.

The fund seeks capital appreciation in the long term by investing in companies 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 of companies principally engaged in natural resources industries that will be required for the Energy Transition.

The team considers the Energy Transition to mean efforts designed to develop energy systems with zero carbon emissions and expand access to affordable, sustainable energy services around the world.

A company will be considered to be principally engaged in natural resources industries that are central to or required for the Energy Transition if at least 50% of the company’s assets, gross income, cash flow, or net profits are committed to, or derived from, those industries that provide the raw materials or services necessary to enable the Energy Transition.

In addition, the team focuses on the supply cost curve of a given commodity, and seeks to identify projects or assets that are favorably positioned along that curve.

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 typically will hold between 15 and 30 securities positions.

The fund may invest in securities of issuers located anywhere in the world and will invest in securities of companies located in at least three countries, which may include the United States.

As part of its strategy, the fund will invest in companies in the Energy Transition-related natural resource industries, i.e. companies that provide the raw materials and infrastructure necessary to create energy systems with a net zero greenhouse gas emission profile.

Certain industries with products or services that are not compatible with the Energy Transition (for example, oil production, oil refining and coal mining) are excluded.

Also, the fund will normally invest 40% or more of its net assets in securities of companies that are economically tied to at least three countries other than the U.S.

The fund may invest in companies that are domiciled in one country but have economic ties to another country.

Additionally, the fund is non-diversified and estimates to hold a larger portion of its assets in a smaller number of issuers.
 

The fund seeks capital appreciation by investing in small-and micro-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 focuses on companies that are trading at discounts to their estimated intrinsic value and whose future earnings power is not reflected in their current valuations.

The team looks to capitalize on these inefficiencies in the belief that these companies may provide higher returns, as they are not yet recognized by investors.

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 up to 25% of its net assets in foreign securities, including depositary receipts such as American Depositary Receipts and Global Depositary Receipts.

The fund seeks capital return by investing in mid-size U.S. companies.

The sub-adviser’s investment process starts with a list of companies in the benchmark. Research team narrows the list of investable stocks using financial screens and valuation metrics. The select list of companies are analyzed for improving fundamentals, rising cash flows, and growing investor enthusiasm.

The fund favors companies that are trading at prices that are statistically cheap and below their intrinsic valuations. The diversified portfolio controls risk through position sizes and strict sell discipline and continual monitoring.

The fund seeks capital return by investing in small-size U.S. companies.

The sub-adviser’s investment process starts with a list of companies in the benchmark. Research team narrows the list of investable stocks using financial screens and comparative valuation metrics. The select list of companies are analyzed for improving fundamentals, rising cash flows, and growing investor enthusiasm.

The fund favors companies that are trading at prices that are statistically cheap and below their intrinsic valuations. The diversified portfolio controls risk through position sizes and strict sell discipline and continual monitoring.

The fund seeks capital return by investing in small-and mid-size U.S. companies.

The sub-adviser’s investment process starts with a list of companies in the benchmark. Research team narrows the list of investable stocks using financial screens and comparative valuation metrics. The process highlights companies with superior historical earnings growth and return on capital.

The select list of companies are analyzed for improving fundamentals, rising cash flows, and growing investor enthusiasm.

The fund favors companies that are trading at prices that are statistically cheap and below their intrinsic valuations. The diversified portfolio controls risk through position sizes and strict sell discipline and continual monitoring.

The fund seeks to appreciate capital by investing in mid-size U.S. companies.

The sub-advisor’s investment process is designed to look for companies with a track record of attractive earnings growth, above-average return on capital and have market leadership in their respective industries.

The team favors companies trading at a reasonable price compared to their long-term growth rates and attractive relative to the market.

The fund seeks to generate capital gain by investing in U.S. companies above market capitalization of $1 billion.

The investment process focuses on identifying high quality companies through financial screens, quantitative research and fundamental analysis including competitive analysis, market leadership and financial stability.

The research team also analyzes secular growth trends and companies that are expected to have significant growth opportunities and attractive long-term growth characteristics.

The fund favors companies with annual earnings per share increase of five years and/or 8 quarters in a row, superior financial strength, and rising investor sentiment.

The fund seeks to appreciate capital by investing in small-size U.S. companies.

The sub-adviser’s investment process starts with a list of companies in the benchmark index. The research team then narrows the investable list of companies based on past three years of earnings history, return on capital and financial strength.

The team also evaluates companies on fundamental research, management quality and future outlook for growth. The fund then evaluates quality, size and growth of earnings for each individual investment opportunity and compares it to stock price.

The fund favors companies with attractive growth prospects and with stocks trading at reasonable prices. The diversified portfolio controls risks by controlling position sizes.

The fund seeks capital appreciation by investing in large-size U.S. companies.

The sub-adviser’s investment process starts with a list of companies that are included in the benchmark. The research team then screens companies that are growing a faster rate than the market digs deeper in financial metrics, business models and long-term growth outlooks.

The qualitative research then focuses on sources and drivers of growth and compares opportunity set across industry and sectors. Companies are evaluated for their risk profile based on emerging versus established growth and cyclical versus secular growth.

The fund seeks capital appreciation by investing in companies across all market capitalizations in the U.S. and outside.

The fund combines top-down research, macro-economic views and bottom-up stock picking. The fund considers investment climate for each region and country, regulatory developments and sector dynamics across several industries.

The investment process is designed to highlight companies that can sustain growth in the long-term. The quantitative part of the process screens for companies with an attractive track record of earnings, revenues and return on capital. Qualitative part of the research focuses on understanding primary drivers and quality of earnings.

Understanding company valuation is an important part of the investment process.

Generally the fund has about 50% of its total investments in the U.S. and 15% in the U.K., France, Italy and Switzerland and 8% in Japan.

The fund seeks capital appreciation by investing in large-size companies.

The sub-adviser’s investment process highlights companies with above-average earnings growth for the companies included in its benchmark. The research team with the help of financial screens and quantitative process identifies companies with attractive business metrics and superior returns on capital.

The team then applies a qualitative research process in identifying companies with disruptive or pioneering businesses that can drive sustainable earnings growth over the long-term.

The fund follows strict sell discipline and also manages risk as part and parcel of the investment process.

The fund seeks capital appreciation by investing in companies across all market capitalizations outside the United States.

The fund combines top-down research, macro-economic views and bottom-up stock picking. The fund considers investment climate for each region and country, regulatory developments and sector dynamics across several industries.

A significant part of the fund’s assets will normally be divided among Europe, Asia Pacific Region, Japan, Australia and New Zealand. However, the fund has no limitation on how much it can invest in any one country and may invest up to 20% of its total assets in emerging markets.

The fund has the flexibility to invest across all market capitalizations but normally invests in large- and mid-size companies.

The investment process is designed to highlight companies that can sustain growth in the long-term. The quantitative part of the process screens for companies with an attractive track record of earnings, revenues and return on capital. Qualitative part of the research focuses on understanding primary drivers and quality of earnings.

Understanding company valuation is an important part of the investment process.

The fund seeks capital appreciation by investing in U.S. companies across all market capitalizations.

The sub-adviser’s investment process starts with a list of companies in the benchmark. The process then screens for companies with improving return on capital, earnings growth and margins.  

The process focuses on identifying drivers that can improve return of invested capital over time.

The select list of companies are analyzed for improving fundamentals, rising cash flows, and growing investor enthusiasm. The team also reviews primary economic and value drivers for each company and reviews management track record of capital allocation, dividend, acquisition and cost saving initiatives.

The fund favors companies that are trading at prices that are statistically cheap and below their intrinsic valuations. Developing a detailed understanding of company valuation range and long term value creation is an important part of the process.

The diversified portfolio controls risk through position sizes, strict sell discipline and continual monitoring.

The fund seeks capital appreciation by investing in large-size U.S companies.

The sub-adviser’s investment process identifies companies with attractive and improving returns of invested capital. The research team focuses on understanding management approach in allocating capital, eliminating waste, research and development expenses and company’s share repurchase plan and dividend track record.

The fund invests in relatively few high-conviction companies for the long-term. The fund manages risk by controlling position sizes, strict sell discipline and purchase price.

The fund seeks capital appreciation by investing in mid-size companies.

The sub-adviser’s investment process highlights companies with above-average earnings growth for the companies included in its benchmark. The research team with the help of financial screens and quantitative process identifies companies with attractive business metrics and superior returns on capital.

The team then applies a qualitative research process in identifying companies with disruptive or pioneering businesses that can drive sustainable earnings growth over the long-term.

The fund follows strict sell discipline and also manages risk as part and parcel of the investment process.

The fund seeks capital appreciation by investing in small-size U.S. companies.

The sub-adviser’s investment process starts with a list of companies between the market capitalization of $3 billion and $15 billion. The process then screens for companies with improving return on capital, earnings growth and margins.  

The select list of companies are analyzed for improving fundamentals, rising cash flows, and growing investor enthusiasm. The team also reviews primary economic and value drivers for each company and reviews management track record of capital allocation, dividend, acquisition and cost saving initiatives.

The fund favors companies that are trading at prices that are statistically cheap and below their intrinsic valuations. The diversified portfolio controls risk through position sizes, strict sell discipline and continual monitoring.

The fund seeks capital appreciation by investing in innovative companies engaged in the development or application of science and technology.

The fundamental research driven investment process identifies companies with organic earnings and revenue growth, expanding margins, and attractive return on capital.

The investment team reviews business models, industry dynamics and growth outlook for the companies’ products and services in the long-term. The team also reviews the commercial potential of scientific or technological developments or discoveries.

The fund seeks capital appreciation by investing in small- and mid-size companies.

The sub-adviser’s investment process highlights companies with above-average earnings growth for the companies included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with attractive business metrics and superior returns on capital.

The team then applies a qualitative research process in identifying companies with disruptive or pioneering businesses that can drive sustainable earnings growth over the long-term.

The fund follows strict sell discipline and also manages risk as part and parcel of the investment process.

The fund seeks capital appreciation by investing in small-size companies in the U.S.

The sub-adviser’s investment process is designed to identify companies with potential to grow to large-size through earnings growth over multi-year horizon. The process highlights companies with high earnings growth, above-average return on capital, competitive advantages and growing market share.

The research team relies on fundamental techniques, qualitative and quantitative research and strict valuation guidelines in selecting companies.

The team classifies potential investment based on its view of company’s development stage from early growth, disruptive growth, developing growth to mature growth phases.

The fund favors to invest in high-conviction companies with a track record of free cash flow that can finance future earnings growth.

The fund seeks capital appreciation by investing in small-size U.S. companies.

The sub-adviser’s investment process highlights companies with above-average earnings growth for the companies included in its benchmark.

The research team with the help of financial screens and quantitative processes identifies companies with attractive business metrics and superior returns on capital. The process is designed to identify companies with sustainable earnings growth potential.

The team then applies a qualitative research process in identifying companies with disruptive or pioneering businesses that can drive sustainable earnings growth over the long-term.

The fund follows strict sell discipline and also manages risk as part and parcel of the investment process. However high turnover in the portfolio may lead to higher tax liability to investors.

The fund seeks capital appreciation by investing in mid-size U.S. companies.

The sub-adviser’s investment process starts with a list of companies between the market capitalization of $1 billion and $100 billion. The process then screens for companies with improving return on capital, attractive earning growth and positive business metrics.

The team then takes a deep dive in understanding the quality of earnings and sustainability of the business model.

The fund favors investments in companies that are estimated to trade at discount to their long term values with catalysts to revalue stock higher.

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 securities of emerging market companies.

The team defines an emerging market company as a company that is organized under the laws of, or has its principal office in, an emerging market country, or that derives 50% or more of its revenue from goods produced, services performed, or sales made in emerging market countries, or for which the principal securities market is located in an emerging market country.

In addition, the team prefers companies that have the ability to demonstrate consistent above-average earnings growth relative to their peers.

Valuation is an integral part of the process.

In selecting securities for the portfolio, the research team evaluates a company’s earnings growth, business strategy, value creation, competitive position, management quality, market position, and political and economic backdrop.

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 also invest in foreign issuers through American Depositary Receipts, European Depositary Receipts, Global Depositary Receipts, or similar investment vehicles.

The fund seeks capital appreciation and dividend income by investing in large- and mid-size U.S. companies.

The investment process starts with a list of companies with market capitalization above $15 billion. The process then screens for companies with improving return on capital, attractive earning growth and positive business metrics.

The fund also pays a close attention to dividend history and the potential of an increase. The team then takes a deep dive in understanding the quality of earnings and sustainability of the business model.

The fund favors investments in companies that are estimated to trade at discount to their long term values with catalysts for future increase in growth or stock revaluation.

The fund seeks capital return by investing in mid-size U.S. companies.

The sub-adviser’s investment process starts with a list of companies in the benchmark. Research team narrows the list of investable stocks using financial screens and comparative valuation metrics. The process highlights companies with superior historical earnings growth, return on capital, financial strength and trading at attractive discount to intrinsic valuations.

The select list of companies are analyzed for improving fundamentals, rising cash flows, and growing investor enthusiasm.

The fund favors companies that are trading at prices that are statistically cheap and below their intrinsic valuations and catalysts that are likely to revalue stocks higher.

The diversified portfolio controls risk through position sizes and strict sell discipline and continual monitoring.

The fund seeks capital return by investing in small-size U.S. companies.

The sub-adviser’s investment process starts with a list of companies in the benchmark and then the research team narrows the list of investable stocks using financial screens and comparative valuation metrics.

The process highlights companies with superior historical earnings growth, return on capital, financial strength and trading at attractive discount to intrinsic valuations.

The select list of companies are analyzed for improving fundamentals, rising cash flows, and growing investor enthusiasm.

The fund favors companies that are trading at prices that are statistically cheap and below their intrinsic valuations and catalysts that are likely to revalue stocks higher.

The diversified portfolio controls risk through position sizes and strict sell discipline and continual monitoring.

The fund seeks capital appreciation by investing in companies in international markets outside the United States.

The investment process starts with a list of companies that are included in the benchmark index and with the help of fundamental research techniques identifies companies with improving fundamentals and business momentum.

The research team relies on structured qualitative and quantitative research for its stock selection process. The fund builds a diversified portfolio that depicts faster growth and trades at a cheaper price to earnings of the benchmark index.

The fund’s country and sector allocation approximate the allocations in the index and attempt to generate additional return to the index through stock selection. The fund normally invests in large- and mid-size companies.

Geographically the fund is diversified and Europe accounts for 40% of total investments, about 15% in Japan and 25% in emerging markets.

The fund seeks capital appreciation by investing in small- and mi d-size companies in international markets outside the United States.

The investment process starts with a list of companies that are included in the benchmark index and with the help of fundamental research techniques identifies companies with improving fundamentals and business momentum.

The research team relies on structured qualitative and quantitative research for its stock selection process. The fund builds a diversified portfolio that depicts faster growth and trades at a cheaper price to earnings of the benchmark index.

The fund’s country and sector allocation approximate the allocations in the index and attempt to generate additional return to the index through stock selection.

Geographically the fund is diversified and Europe accounts for 40% of total investments, about 20% in Japan and 15% in Asia Pacific region.

The fund seeks capital appreciation by investing in large-size U.S. companies by managing downside volatility.

The fund starts with a list of largest U.S. companies by market capitalization and then selects 500 companies with positive earnings in each of the four most recent quarters. The selected stocks are weighted on a sliding scale based on their daily volatility over the last 180 days of trading.

The index fund follows a mathematical index construction process designed to limit risk during periods of significant market decline by reducing its exposure to the equity market.

The index lowers its allocation to equities by 75% to cash if the reference index declined 10% or more from its all-time daily high closing value. The fund will reallocate to equities when the reference index rebounds to the previous all-time daily high value.

However, If the reference index continues to decline then the fund cuts its equity allocation more. For every 10% decline in the index, the fund reduces its equity allocation by 25%.