HLGE seeks to invest in companies providing goods or services that reflect the longevity economy theme as identified by the fund adviser. Such themes include, but are not limited to: aging in place/home modification, working longer/private education, performance health and comfort, wellbeing, maintaining social connections, financial freedom, staying mobile, human enhancement, leisure and entertainment. The fund advisers investment approach also includes identifying and assigning weightings to stocks with attractive factor characteristics, including valuation, momentum, and quality.