| Strategy Name | Description | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Invests in 20-50 high quality, predominantly US companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Invests in 25-50 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation – while avoiding exposure to business activities such as alcohol, tobacco, fossil fuels and weapons. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Invests in 20-50 high quality, predominantly non-U.S. companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||