MEVOX Lazard Managed Equity Volatility Open Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities. The Portfolio invests primarily in equity securities, principally common stocks, of U.S. and non-U.S. companies. In managing the Portfolio, the Investment Manager utilizes a quantitatively driven, bottom up stock selection process.