US ESG Value Opportunities Fund

About US ESG Value Opportunities Fund

A dedicated value-orientated manager offering a US ESG equity fund that identifies value opportunties across the Russell 1000 Value universe.

The fund utilizes the same value philosophy and bottom-up investment process employed since our firm’s inception with a broader selection of securities and the flexibility to capture inefficiencies across the market cap of the Russell 1000® Value Index.

Investment Process

Investment Overview:

As a pure value manager, we seek to invest in stocks of good companies with a unique combination of cheapness, change and asymmetric return profiles. In our valuation framework, we strive to construct portfolios that trade at levels below the market across multiple metrics including (P/E, P/B, EV/EBITDA).

Investment Objective:

Seeks to outperform the Russell 1000 Value (Net) Index over a full cycle.

Fund Risks:

If there are any terms in this document that you do not understand, please write to us at PerpetualGroup_EU_TAQueries@ntrs.com. In any event, we urge you to consult a professional financial adviser before making any investment.

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