The fund seeks capital appreciation in the long term by investing in small-size companies in 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 focuses on companies that will benefit from the transition to a more sustainable global economy.

As part of the team's analysis of a company's sustainability, the team considers

The fund seeks capital appreciation in the long term by investing in small-size companies in 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 focuses on companies that will benefit from the transition to a more sustainable global economy.

As part of the team's analysis of a company's sustainability, the team considers environmental, social and governance factors relating to the company.

The research process is driven by fundamental analysis of one stock at a time.

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 take significant positions in one or more sectors, including the financial services sector.

Also, the fund may invest in growth or value stocks or a combination of both.

The fund may invest up to 45% of its net assets in securities of non-U.S. issuers, including American Depositary Receipts.

However, the fund may invest no more than 25% of its net assets in securities of non-U.S. issuers other than ADRs.

The fund’s investments in securities of non-U.S. issuers, if any, may be diversified across multiple countries or geographic regions, or may be focused in a single country or geographic region

Additionally, the fund does not invest in securities of companies that derive revenues or profits from exploration, production, refining or processing of thermal coal, oil or gas, or significant (generally more than 5%) revenues or profits from storage, distribution or power generation from the same.