The fund seeks long-term capital gain by investing in mid-size growth companies in the United States.
The investment process starts with identifying companies that are undergoing positive change in business fundamentals. The research team starts with a list of companies in the benchmark index. The research team is using fundamental analysis to uncover and evaluate companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.
The fund looks for companies benefitting from new regulations, a new product innovation or new management.