INDE

INDE is designed to provide unconstrained all-cap exposure to companies located in or have substantial ties to India. Selected companies are favored for displaying competitive edge and pricing power throughout economic cycles. Using a bottom-up approach, eligible securities are analyzed based on their company's fundamental characteristics including its balance sheet, employee size, management's depth, adaptability and integrity, product lines, marketing strategies, corporate governance, financial health, and cash flow size and stability to identify those capable of sustainable growth. Although the fund may hold any market capitalization, it anticipates a bias in smaller companies that cater to rising domestic consumer demand. Additionally, INDE's investment objective is to seek long-term capital appreciation.