| NASDAQ (NMS) Exchange | United States Country |
The fund is dedicated to long-term capital appreciation through investments primarily in equity securities of U.S. companies. It aims to select companies that not only present strong and improving prospects but also stand out as current or emerging leaders in managing environmental, social, and governance (ESG) risks and opportunities. These selections are based on the Adviser's criteria, underlining the fund's commitment to responsible investing that aligns with ESG principles.
Equity Securities Investment
The core offering involves investing in equity securities of U.S. companies deemed to have promising growth and sustainability profiles. This aligns with the fund's goal of achieving long-term capital appreciation by being selective about investments in businesses with strong and improving prospects. The emphasis on equity securities allows the fund to cater to investors looking for growth through stock investments.
ESG Risk and Opportunity Management
Investments are also evaluated based on how companies manage their environmental, social, and governance (ESG) risks and opportunities. This approach signifies the fund's commitment to responsible investing, where the selection process includes assessing potential investments through the lens of sustainability and social responsibility, in accordance with the Adviser's criteria. It caters to investors who prioritize ESG factors in their investment decisions.