Description

The fund's equity strategy primarily targets companies with substantial market capitalization. These are businesses that the adviser identifies as demonstrating an enduring capacity for operational enhancement, determined through a distinct multi-factor analytical framework. This framework integrates core financial indicators of a stock's intrinsic value and future expansion capabilities with environmental, social, and governance (ESG) criteria. Conversely, the fixed-income segment allocates capital to a broad array of high- and medium-quality debt instruments, excluding money market securities, managed by the portfolio team.