The fund seeks capital appreciation by investing in U.S. companies across all market capitalizations.
The investment process looks for companies with a proven track record of earnings, financially strong, and have the potential to deliver greater than expected earnings growth rates.
The fund also looks at experience of management, shareholder friendliness and implementation of conservative accounting principles.
The fund has the flexibility to invest across the market capitalization spectrum but normally invests in large and medium market capitalization companies.