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Islamic Large Cap GARP

The Fund invests in a diversified portfolio of large cap Shariah-compliant stocks expected to show growth at a reasonable price. The quantitative stock selection process is disciplined and objective so that there is no style drift over time. The strategy seeks to achieve a balanced outperformance against the Benchmark of the Russell 1000 Growth Index in both up and down markets. The initial selection universe is the Russell 1000 Index from which we exclude stocks less than $5. We also 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. We also exclude all stocks that are not reasonably priced as measured by their forward-looking PE Ratio. We select stocks with good price momentum that show strong Earnings Pressure, a proprietary measure of revisions in analysts' estimates of future earnings.

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

Press Release (Download / Website):

Hand Benefits & Trust (HB&T) a BPAS Company, has announced a new Collective Investment Fund launched in conjunction with Lightstone Capital Advisers. The Mizan All Equity Moderate Allocation Fund is designed to meet the needs of Muslim investors within their qualified retirement plan. The Fund is now accessible to all retirement service providers through the National Securities Clearing Corporation (NSCC) trading platform, with three different share classes available.