| NASDAQ Exchange | United States Country |
The company operates a fund that primarily focuses on investing in equity securities of U.S.-domiciled issuers which are believed to have above-average growth potential and adhere to environmental, social, and governance (ESG) criteria. Through a strategic investment approach, the fund aims to support and finance companies that not only show promise for significant financial growth but also maintain strong ESG standards, reflecting a commitment to responsible investing. The fund leverages the expertise of a subadviser to identify these potential investments, adhering to a principle that combines financial growth potential with social and environmental responsibility.
The primary service offered involves investing in equity securities of companies domiciled in the U.S. These companies are selected based on their expected above-average growth potential coupled with the adherence to comprehensive ESG criteria. This investment strategy is designed to not only achieve financial returns but also to ensure those returns are generated in a manner consistent with high environmental, social, and governance standards.
In addition to domestic equity investments, the fund also allocates up to 20% of its net assets to ADRs, providing a gateway to equity ownership in foreign companies. This aspect of the fund’s strategy allows for a diversification of the investment portfolio beyond the U.S. market, giving investors exposure to international companies that align with the fund's growth potential and ESG criteria.
To minimize risk and maximize potential returns, the fund seeks to achieve diversification across various economic sectors. This approach ensures that the fund’s assets are not overly concentrated in any single sector, which can help protect against sector-specific downturns and capitalize on growth opportunities across the broader economy.