JPAN

JPAN is designed to provide unconstrained all-cap exposure to companies located in or have substantial ties to Japan. Selected companies are favored for displaying an advantageous position from Asia's growth. 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. Environmental, social and governance (ESG) characteristics may also be taken into consideration in the selection process to help minimize sustainability risks. The fund may hold any market capitalization while seeking long-term capital appreciation.