Description

Ordinarily, the fund's investment strategy centers on building a diverse portfolio of U.S. equities. These holdings are typically constituents of an index engineered to provide broad exposure to the American stock market. However, the advisor employs a rigorous screening process to exclude certain types of companies. Specifically, the fund abstains from investing in enterprises involved in tobacco, alcohol, or gambling, as well as for-profit prison operations. This exclusionary policy also extends to particular weapons manufacturers, including those producing antipersonnel mines, handguns, and assault weapons. Furthermore, the fund may, at its discretion, divest from or avoid companies implicated in serious human rights violations.