Description

This fund's primary objective is to invest at least 80% of its assets in companies operating within the insurance sector. This includes firms involved in the underwriting, reinsurance, sale, distribution, or placement of property and casualty, life, or health insurance. It seeks opportunities globally, including both domestic and international issuers. The portfolio is chiefly comprised of common stocks. To select investments, the fund employs fundamental analysis, rigorously evaluating each company's financial health, its competitive standing within the industry, and the broader market and economic landscape. Notably, the fund is classified as non-diversified.