The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.
The multi-step investment process combines quantitative and qualitative techniques to identify attractive investment opportunities.
Then the research team ranks the companies from most attractive to least attractive on the basis of attributes such as valuation, quality, growth, and sentiment.
Next, the team narrows the investable universe to a list of companies that demonstrate an optimal balance between risk and estimated return.
In addition, the process also considers factors such as risk management, transaction costs, and liquidity management.
Then the manager constructs a diversified portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.