The market capitalization range between $100 million and $10 billion covers small and mid cap companies.
With more than 2,500 companies to choose from, the fund relies on investment screens to identify investment opportunities. Fund manager looks for companies that are out-of-favor with investors, under followed on Wall Street and maybe undergoing special situation because of the recent corporate restructuring or spin-off.
Less than 30% of the fund's asset is in the top 10 holdings. In the last five-year period, the portfolio turnover has ranged between 50% and 80%.