The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is relies on fundamental analysis to identify companies in healthcare and life sciences companies.

Healthcare and life sciences companies include those companies that derive or are expected to derive 50% or more of their revenue from healthcare and life science products and services including, but not limited to, biotechnology, pharmaceuticals, diagnostics, life science tools, medical devices, healthcare information technology, healthcare services, synthetic biology, agricultural and environmental management, and pharmaceutical manufacturing products and services.

Next, the research team focuses on companies with attractive valuations exhibiting above-average long-term investment opportunities or significant near-term appreciation potential.

Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.

The manager invests over 25% of the fund’s net assets in drug related industries. This group of industries includes pharmaceutical, biotech and similar companies that primarily develop, produce or distribute drugs, medicines, diagnostic chemicals and biological products used to diagnose, prevent or treat diseases or maintain health.

The fund invests in companies that demonstrate values and business practices that are ethical, sustainable, and provide an attractive investment opportunity.

The fund looks for companies that respect the value and freedom of all people, demonstrate a concern for justice and peace, promote family and community, demonstrate responsible management practices, and practice environmental stewardship.

However, the fund may invest in companies that fund community development institutions and serve needs of low-to-moderate income families and communities.

The fund may invest without limitation in companies domiciled outside the United States either directly or through American Depositary Receipts.

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is relies on fundamental analysis to identify companies in healthcare and life sciences companies.

Healthcare and life sciences companies include those companies that derive or are expected to derive 50% or more of their revenue from healthcare and life science products and services including, but not limited to, biotechnology, pharmaceuticals, diagnostics, life science tools, medical devices, healthcare information technology, healthcare services, synthetic biology, agricultural and environmental management, and pharmaceutical More