The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The investment process is designed to identify high-quality companies that demonstrate superior return prospects.
The research team is looking for companies exhibiting the potential for sustainable growth, reasonable valuations, earnings surprises, attractive cash flows and significant long-term returns.
The team narrows the investable universe to include companies that exhibit the best combination of earnings growth potential, quality and attractive valuation.
The process also evaluates a company’s growth potential for capital appreciation; capacity for growth in revenue, cash flow or earnings; balance sheet strength; and management team.
The investment team also considers environmental, social and governance factors when assessing investment opportunities.
The fund has a concentrated portfolio to minimize the effects of risk, and may also invest up to 20% of its assets in non-U.S. securities.