The fund seeks capital appreciation in the long term by investing in mega-and large-size 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.

The fund looks to enhance its performance over that of its primary benchmark index by changing the relati More

The fund seeks capital appreciation in the long term by investing in mega-and large-size 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.

The fund looks to enhance its performance over that of its primary benchmark index by changing the relative weighting in the fund’s portfolio of equity securities of developed market companies and of emerging market companies.

Also, the process utilizes quantitative analysis to assess a company’s valuation, growth, dividend yield, and industry.

Next, the research team employs a set of values-based screens to avoid investing in companies that are materially involved in the production, distribution, retail, supply or licensing of alcohol or related products and involved in the production, distribution, retail, supply or licensing of tobacco or related products.

The fund also avoids investing in companies involved in gambling, or directly participating in providing abortions and/or the production of drugs marketed with the primary intent to terminate pregnancy.

The fund also avoids investing in companies that are directly engaged in scientific research using stem cells derived from human embryos, or directly involved in the production, distribution or retail of adult entertainment.

Also, the fund excludes companies that are directly involved in the production, distribution, retail, supply or licensing of psychoactive recreational cannabis or derivative products.

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 invests in securities of companies in both developed and emerging non-U.S. markets.

However, the fund may invest up to 5% of its net assets in certain collective investment vehicles or derivatives that may hold or derive value from securities issued by otherwise excluded companies.