Strategy

Seeks growth of capital by:

  • Investing in equity securities of companies located around the world that are expected to benefit from technological advances and innovations

  • Employing rigorous bottom-up research to identify companies with strong long-term growth potential, solid balance sheets, a history of high returns on invested capital, and attractive valuations

  • Emphasizing technological innovators that are defining new paradigms in various sub-sectors of technology while seeking to avoid those facing challenges from disruptive trends

Portfolio Management Team




Investment Risks to Consider

These and other risks are described in the Portfolio's prospectus

Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:

  • Allocation risk
  • Derivatives risk
  • Emerging-markets risk
  • Equity securities risk
  • Focused portfolio risk
  • OTC derivatives counterparty risk
  • Portfolio turnover risk


Fund Literature