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Abrahamic All Cap Value


The Fund invests in a diversified portfolio of value stocks that meet Islamic and Catholic guidelines. The Fund seeks to outperform its Benchmark of the Russell 3000 Value Index in both up and down markets. The initial selection universe is the Russell 3000 Index from which we exclude stocks less than $5 and also stocks that are not consistent with Islamic and Christian values. We exclude those stocks that are impermissible as put forth in Shariah Law. Since these screens can be different given different Shariah Boards, we have implemented a commonly used and accepted set of rules. These rules can easily and readily be customized for a given client. And we exclude stocks that do not meet Christian guidelines, employing the screens developed by the Conference of Catholic Bishops. We also exclude stocks that do not pass a quality of earnings screen. We then select stocks with good price-to-book and low price-to-sales that show strong Earnings Pressure, a proprietary measure of revisions in analysts' estimates of future earnings. The quantitative stock selection process is disciplined and objective, so that there is no style drift over time. The Fund is tax efficient for taxable investors.


For further information on this strategy and its performance, please contact us.