ESIM is actively managed, investing in the equity securities of companies outside the US that are identified as creating value for stakeholders, using a values-based screening process grounded in Christian principles. The fund aims to achieve performance similar to the Bloomberg World ex US Large & Mid Cap Total Return Index but does not track this index and is not required to hold its securities. Investments are diversified across at least three countries, including emerging markets, with flexibility to adjust sector and country exposure to help control risk. Stock selection relies on fundamental research combined with proprietary values-based screening, which excludes companies inconsistent with principles such as respect for people, justice, community, responsible management, and environmental stewardship. The portfolio is long-only, typically holds at least 50 issuers, and uses quantitative tools to help manage risk and maintain returns close to the benchmark. Holdings are sold if they no longer align with the Funds financial or values-based criteria.
公司网站 :
https://www.eventideinvestments.com/etfs
总经理:-
建立时间:2025
公司总部:Eventide International ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds