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

The sub-advisor’s 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.

Then the research team utilizes a growth investing style to focus on companies that have the potential for above average revenue, earnings, and cash flow growth.

The team believes

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

The sub-advisor’s 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.

Then the research team utilizes a growth investing style to focus on companies that have the potential for above average revenue, earnings, and cash flow growth.

The team believes stocks of these companies have low dividend yields and above-average prices in relation to valuation metrics such as earnings and book value.

Also, the research process is driven by fundamental analysis of one stock at a time. When selecting securities for the portfolio, the research team evaluates companies on the basis of their financial strength, management capability, and overall economic conditions.

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

Additionally, the fund has the flexibility to take temporary defensive positions in cash or cash equivalents in response to adverse market, economic, political, or other conditions.

The fund will not invest in any company that is involved in the production or wholesale distribution of alcohol, tobacco, or gambling equipment, or gambling enterprises.

The fund also avoids a company which is involved, either directly or indirectly, in abortion or pornography, or promoting anti-family entertainment or alternative lifestyles.