Description

The fund obtains its exposure by investing in a mutual fund that invests in equity securities globally, with a focus on US, that are tied to the financial services industry. The financial services industry would include banks, asset managers, insurance companies, financial technology companies such as payment processing and networking. Selection is intended to focus on stocks considered high quality based on attractive earnings per share growth potential at attractive valuations. The strategy relies on the portfolio manager’s specialized industry knowledge and fundamental analysis. Derivatives may also be used to hedge, gain exposure, or generate additional income.