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Islamic Small Cap Value

The Fund invests in a diversified portfolio of small cap Shariah-compliant stocks expected to outperform its Benchmark of the Russell 2000 Value Index over a market cycle. The quantitative stock selection process is disciplined and objective so that there is no style drift over time. The initial selection universe is the Russell 2000 Value Index from which we exclude stocks less than $5 and stocks that do not pass a quality screen. 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 select stocks with low price-to-book and low price to sales 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.