OALC

OALC actively invests in US large-cap stocks selected using a meticulous process that involves values-based screening, fundamental evaluation, and proprietary adjustments. During the initial step, the advisor eliminates, from the broad US large-cap space, companies that display negative impacts to its stakeholders and retains companies that prioritizes its corporate and social responsibility. The securities will then undergo fundamental analysis which gauges each company's stability, valuation, profitability, and growth in order to deliver a disciplined and systematic evaluation. A navigator process is also utilized wherein it focuses on four areas - valuation, economy, sentiment, and technical indicators - which will be the basis of holdings adjustment in order to achieve desired exposures of the portfolio. Additionally, OALC may hold cash and cash equivalents, as well as other ETFs to protect its principal.