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 alternative energy and alternative energy technology companies, both U.S. and international.

Alternative energy includes energy generated through solar, hydrogen, wind, geothermal, hydroelectric, tidal, biofuel, and biomass.

Alternative energy technologies include technologies that enable energies to be tapped, stored, or transported, such as fuel cells; services or technologies that conserve or enable more efficient utilization of energy; and technologies that help minimize harmful emissions from existing energy sources, such as helping reduce carbon emissions.

In selecting securities for the portfolio, the research team focuses on companies whose intrinsic value exceeds its current market price

When assessing a company’s intrinsic value, the team considers factors such as strength of technology, breadth of product line, barriers to entry, the competitive environment, product development, marketing acumen, and management strength and vision.

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 from time to time, invest a substantial portion of its assets in cash or cash equivalents.

Additionally, the fund is non-diversified, which means that it invests in fewer companies than a diversified fund.

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 alternative energy and alternative energy technology companies, both U.S. and international.

Alternative energy includes energy generated through solar, hydrogen, wind, geothermal, hydroelectric, tidal, biofuel, and biomass.

Alternative energy technologies include technologies that enable energies to be tapped, stored, or transported, such More