Fund Description

The fund seeks long-term capital growth by investing in common stocks of US companies and diversifying across industries and companies. It targets firms with growing revenues and earnings, favoring those trading below the adviser's assessment of intrinsic value based on expected growth and valuation metrics such as price-to-earnings and price-to-cash-flow multiples. It invests principally in securities of companies with market capitalizations greater than $1 billion. Using fundamental research, the adviser applies a proprietary sustainability rating system and multiple data sources, and uses negative screening to avoid companies engaged in alcohol, tobacco, pornography, weapons, gambling, or fossil fuel extraction, production, or refining.