| Investment Objective: |
The Fund invests in U.S.-listed equity securities of companies that the Fund's investment sub-advisers expect to benefit from shifts in the regulatory environment that are supportive of free market dynamics. Our proprietary Regulatory Relief Quotient (R2Q) system combines AI-driven regulatory impact analysis with rigorous financial screening to identify companies with the highest deregulation upside potential. These investments may include companies operating in segments of the economy currently burdened by high levels of regulation, such as the healthcare, financial services, and energy sectors, where the Sub-Advisers anticipate regulatory relief. They may also include companies expected to be less adversely affected by increased regulation, such as those in the technology and consumer goods sectors. The Sub-Advisers consider the following to be examples of shifts in the regulatory environment that would be supportive of free market dynamics: removal of government-imposed rules and regulations on specific industries, reduced taxes or tax incentives, licensing reforms, elimination of tariffs, reduction of quotas, reduction of subsidies. |
