The fund seeks capital appreciation 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 technology companies that may benefit from technological improvements, advancements or developments.

Technology companies include companies in technology-related industries or sectors, such as the information technology, communications, healthcare, media, consumer electronics, semi-conductor, internet commerce and advertising, environmental, aerospace and defense industries and sectors.

The research team invests at least 40% of the fund’s net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S.

This may also include companies that have their securities traded on non-U.S. exchanges, companies that have been formed under the laws of non-U.S. countries, or foreign currencies.

The team considers a company to conduct its principal business activities outside the U.S. if it derives at least 50% of its revenue or profits from business outside the U.S. or has at least 50% of its sales or assets outside the U.S.

In addition, the team prefers companies that have the potential for long-term growth.

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 invests at least 25% of the value of its net assets in the securities of issuers conducting their principal business activities in the technology and related group of industries.

Additionally, the fund may invest directly in foreign securities or indirectly through depositary receipts.

The fund has the flexibility to invest across market capitalizations but may invest a significant amount of its assets in smaller companies.

The fund seeks capital appreciation 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 technology companies that may benefit from technological improvements, advancements or developments.

Technology companies include companies in technology-related industries or sectors, such as the information technology, communications, healthcare, media, consumer electronics, semi-conductor, internet commerce and advertising, environmental, aerospace and defense industries and sectors.

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