The investment seeks long term capital appreciation. The fund pursues its objective by seeking to enhance its performance over that of its primary benchmark index by 1) changing the relative weighting in the fund's portfolio of equity securities of developed market companies and of emerging market companies, and 2) utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to attempt to compensate for the exclusion of certain index securities due to the fund's socially responsible investment policies. It invests at least 80% of its assets in the securities of companies included in its primary benchmark.
Fund filings (PDF) »
Melville Cody (Started: Mar 13, 2012)
John Wolf (Started: Feb 28, 2006)
# Contact ?>
Capstone, 5847 San Felipe, Suite 4100, Houston,TX 77057, USA