The fund’s objective is to appreciate capital in the long-term through investing in U.S. companies across all market capitalizations.
The investment process starts with the list of stocks included in the benchmark Russell 3000 Value Index. The research team with the help of quantitative screens and systemic discipline identifies companies with financial strength, attractive business model, and shareholder friendly management.
The team builds high conviction through deeper research in understanding growth drives, competitive landscape, and long term growth outlook.
The team also looks for companies that are underfollowed or misunderstood by investors. In addition, the team using a proprietary valuation model discovers companies trading at discount to long term values and builds a concentrated portfolio.
The investment management team relies on a structured sell discipline and the highly opportunistic strategy may lead to high portfolio turnover.