The OAEM issuer, a non-U.S. company investing in emerging market countries as defined by the MSCI Emerging Markets Index, adheres to a values-driven investment philosophy under the active management of its Adviser. The Fund focuses on a diversified portfolio of equity securities, typically targeting companies with market capitalizations exceeding $1 billion. Guided by a meticulous values-based screening process, the Adviser seeks investments aligned with its principles, avoiding entities involved in activities such as abortion, addictive product distribution, predatory lending, human rights violations, and severe ethics controversies. Instead, it prioritizes companies fostering stakeholder flourishing by addressing market needs, offering purposeful employment, nurturing communities, embracing collaboration, preserving natural resources, and enhancing overall well-being. Additionally, the Fund considers the economic and political stability of the countries where issuers are located, along with shareholder protections. Employing a blend of quantitative analysis and fundamental research, the Adviser constructs a diversified portfolio across various stages of the corporate life cycle, encompassing high-growth, high-return, income-oriented, and distressed investments. In instances where suitable investments meeting the Adviser's criteria are unavailable, the Fund may allocate its assets to cash equivalents or invest in other investment vehicles like money market funds, fixed-income investments, or Underlying Funds, ensuring prudent management and market exposure.
OAEM Dividend, an entity specializing in investments within emerging market countries as outlined by the MSCI Emerging Markets Index, operates with a strategic focus on generating dividend income. Primarily investing in a diversified portfolio of equity securities issued by non-U.S. companies, OAEM Dividend emphasizes companies with market capitalizations exceeding $1 billion at the time of purchase. Under the active management of its Adviser, the fund employs a meticulous values-based screening process to select investments that align with its principles, avoiding entities engaged in harmful practices and prioritizing those fostering stakeholder flourishing. By adhering to this approach, OAEM Dividend seeks to build a portfolio of companies that not only demonstrate potential for capital appreciation but also offer consistent dividend payouts. Through a blend of quantitative analysis and fundamental research, the Adviser identifies companies across various stages of the corporate life cycle, ensuring a balanced mix of high-growth potential, income-oriented, and dividend-yielding investments. This strategy aims to provide investors with a source of stable income while participating in the growth potential of emerging market economies.
OAEM Tracking, an investment entity specializing in emerging market countries as defined by the MSCI Emerging Markets Index, employs a focused strategy aimed at closely mirroring the performance of its benchmark index. With a primary focus on investing in a diversified portfolio of equity securities issued by non-U.S. companies, OAEM Tracking seeks to replicate the composition and returns of the MSCI Emerging Markets Index. Under the active management of its Adviser, the fund adheres to a disciplined approach, allocating its investments across various sectors and regions within emerging markets. Through meticulous monitoring and rebalancing, OAEM Tracking aims to minimize tracking error and effectively capture the performance of its benchmark. The fund's commitment to closely tracking the index provides investors with a transparent and efficient means of gaining exposure to the potential growth opportunities offered by emerging market economies.
OAEM Correlation, an investment vehicle specializing in emerging market countries as defined by the MSCI Emerging Markets Index, focuses on managing correlation risk within its portfolio. With an emphasis on diversification, the fund invests primarily in a broad array of equity securities issued by non-U.S. companies. Under the active management of its Adviser, OAEM Correlation strategically allocates its investments across different sectors, regions, and asset classes within emerging markets. By carefully selecting securities with low correlation to each other, the fund aims to mitigate the impact of market volatility and reduce the overall correlation to traditional asset classes. Through a combination of quantitative analysis and fundamental research, the Adviser identifies investments that offer potential for growth while exhibiting low correlation to each other, thereby enhancing portfolio stability. OAEM Correlation's commitment to managing correlation risk provides investors with an opportunity to divers
OAEM Sector, an investment entity specializing in emerging market countries as defined by the MSCI Emerging Markets Index, adopts a sector-focused strategy aimed at capitalizing on specific industry opportunities within these markets. With a keen focus on understanding the dynamics and growth potential of different sectors, the fund strategically allocates its investments across a diverse range of industries, including but not limited to technology, healthcare, consumer goods, and financial services. Under the active management of its Adviser, OAEM Sector conducts in-depth research to identify sectors poised for growth and selects securities within those sectors that exhibit strong fundamentals and growth prospects. By concentrating its investments in select sectors, the fund aims to capitalize on sector-specific tailwinds while managing risk through diversification within each sector. This approach allows OAEM Sector to provide investors with targeted exposure to the most promising industries within emerging markets, potentially enhancing returns while managing sector-specific risks.s
OAEM Exposure, an investment vehicle specializing in emerging market countries as outlined by the MSCI Emerging Markets Index, is structured to provide investors with targeted exposure to specific themes or trends within these dynamic economies. Under the active management of its Adviser, the fund strategically allocates its investments to capitalize on emerging market opportunities while managing associated risks. Leveraging a thorough understanding of macroeconomic trends, industry dynamics, and geopolitical developments, OAEM Exposure identifies key areas of growth potential, such as technology innovation, infrastructure development, or demographic shifts. Through a combination of quantitative analysis and fundamental research, the fund selects securities that offer exposure to these thematic areas, aiming to provide investors with access to the most promising investment opportunities within emerging markets. This thematic approach allows OAEM Exposure to offer investors a focused investment strategy tailored to capitalize on specific trends driving economic growth in these regions.
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