The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.

The investment process is designed to highlight undervalued companies in the benchmark index that are trading at a discount to their estimated intrinsic value.

The investment team also integrates environmental, social, and governance factors into its investment process.

The aim of the strategy is to provide good workplaces for their employees.

Then the research team believes companies with good workp

The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.

The investment process is designed to highlight undervalued companies in the benchmark index that are trading at a discount to their estimated intrinsic value.

The investment team also integrates environmental, social, and governance factors into its investment process.

The aim of the strategy is to provide good workplaces for their employees.

Then the research team believes companies with good workplaces usually are able to recruit and retain better employees, and perform at a higher level in terms of innovation, productivity, customer loyalty and profitability.

The team evaluates companies with good workplaces based on factors such as respectful and fair treatment of employees, employee satisfaction and engagement, pay and benefits, family-friendly policies, and support for volunteerism and philanthropy.

The research team prefers companies that are financially sound and have good prospects for the future.

The manager also reviews the company’s income statement, cash flow statement and balance sheet, and analyzes the company’s sustainable strategic advantage and management team. Then the team also looks for companies with quality management teams that will act in the best interest of shareholders.

The research team emphasizes companies with wide moats or strong competitive advantages that protect market share and profitability.

Then the manager constructs a portfolio of 30 holdings from a list of companies favored by the research team and allocates capital based on its conviction level.

The portfolio comprises of companies that offer outstanding workplaces, and this workplace focus can result in significant exposure to technology companies, many of which are leaders in offering positive and innovative workplaces.

The fund is fossil-fuel free, as it does not invest in companies that derive significant revenues from the extraction, exploration, production or refining of fossil fuels.  However, the fund may invest in companies that use fossil fuel-based energy to power their operations or for other purposes.

The fund may invest to a lesser extent in small- and mid-capitalization companies, and may purchase foreign securities directly on foreign markets.