Investment Strategies

The Sylvanfell Asia Pacific (ex-Japan) Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of Asian issuers other than Japanese issuers, as well as issuers from Australia and New Zealand.

 

The Sylvanfell Core Plus Fixed Income Strategy seeks long-term returns in excess of its benchmark (the Bloomberg U.S. Aggregate Bond Index) by investing primarily in United States government and agency debt, U.S. and non-U.S. corporate debt, mortgage-backed securities (“MBS”) and asset-backed securities (“ABS”).

The Sylvanfell Corporate Focus Fixed Income Strategy seeks long-term returns in excess of its benchmark (the Bloomberg Intermediate U.S. Credit Index) by investing primarily in corporate debt and high-quality United States government and agency securities.

 

The Sylvanfell Emerging Markets (ex-China) Equity Strategy seeks to achieve long-term capital appreciation by investing primarily in equity securities of issuers located or active mainly in emerging and frontier country markets, other than those in China. 

The Sylvanfell Emerging Markets Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of companies located or active mainly in emerging and frontier country markets.

The Sylvanfell Enhanced Income Strategy seeks to achieve current income and long-term capital appreciation in excess of its benchmark (70% Bloomberg U.S. Aggregate Bond Index and 30% S&P Developed $25 Billion Plus Index) by investing primarily in a combination of equity and fixed income securities of both U.S. and non-U.S. issuers. It primarily invests in United States government and agency debt, corporate debt obligations, and cash equivalents, plus equity securities of issuers whose market capitalization ranks in the top 250 companies worldwide.

The Sylvanfell European Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of European issuers.

The Sylvanfell Global Balanced Strategy seeks long-term capital appreciation and current income by investing primarily in a combination of equity securities and fixed income securities.

The Sylvanfell Global Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of both U.S. and non-U.S. issuers whose equity market capitalizations exceed $5 billion at the time of purchase.

The Sylvanfell Global Opportunities Value Strategy seeks long-term capital appreciation by investing primarily in the equity securities of both U.S. and non-U.S. issuers irrespective of equity market capitalizations.

The Sylvanfell Global Small Cap Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of U.S. and non-U.S. issuers with equity market capitalizations of $7.5 billion or less at the time of purchase. 

The Sylvanfell Global Small-Mid Cap Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of U.S. and non-U.S. issuers with equity market capitalizations greater than $1.5 billion but no greater than $10 billion at the time of purchase.

The Sylvanfell International Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of non-U.S. issuers whose equity market capitalizations exceed $5 billion at the time of purchase.

The Sylvanfell International Small Cap Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers with equity market capitalizations of $7.5 billion or less at the time of purchase.

The Sylvanfell International Small-Mid Cap Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers with equity market capitalizations greater than $1.5 billion but no greater than $10 billion at the time of purchase.

The Sylvanfell Japan Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of Japanese issuers.

The Sylvanfell U.S. Small Cap Value Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of U.S. issuers with equity market capitalizations of $7.5 billion or less at the time of purchase.

The Sylvanfell U.S. Small-Mid Cap Value Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of U.S. issuers with equity market capitalizations greater than $1.5 billion but no greater than $10 billion at the time of purchase. 

The Sylvanfell U.S. Value Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of U.S. issuers with equity market capitalizations that exceed $5 billion at the time of purchase.