NBCR

NBCR uses a sector-neutral approach aiming to beat the Russell 1000 index. While primarily focused on large-capitalization US companies, the fund may also invest in other equity securities, including REITs, rights, warrants, ETFs, and depository receipts. The Portfolio Managers, supported by research analysts, select securities through a fundamental, research-driven process involving company visits, management interviews, attending industry conferences, proprietary financial models, predicting earnings, cash flow, balance sheets, assessing growth and valuation shifts, and setting price targets for covered companies. The objective is to identify the most attractive stocks across all industries. ESG factors are considered in the investment analysis when financially material, although they are not uniformly applied across all investment types. Securities are sold when they no longer present attractive investment opportunities.