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 companies that will benefit from the transition to a m More

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 companies that will benefit from the transition to a more sustainable global economy, which seeks to preserves ecological and societal balance for the benefit of future generations.

The team seeks to invest in companies with durable business models that are well positioned to benefit from or avoid the risks associated with this transition.

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 with durable competitive advantages, track records of consistent returns on investment, and whose future earnings power is not reflected in their current valuations.

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 typically will hold between 35 and 45 securities position.

Also, the fund has the flexibility to invest in growth or value stocks or a combination of both.

The fund will invest in securities of companies located around the world, including at least 40% of its net assets in securities of companies organized or located outside the United States or doing a substantial amount of business outside the United States, including those located in emerging markets.

In addition, the fund’s investments may be diversified across multiple countries or geographic regions, or may be focused on a select geographic region, although the fund will normally have investments in a minimum of three countries other than the United States.

The fund avoids companies that derive revenues or profits from exploration, production, refining or processing of thermal coal, oil or gas, or significant revenues or profits from storage, distribution or power generation from the same.