The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The disciplined investment process is designed to focus on companies demonstrating business improvement. The indicators to identify signs of business improvement include accelerating earnings or revenue growth rates, increasing cash flows, or the relative strength of a company’s business.
The research team uses fundamental analysis to identify companies that offer sustainable growth with limited downside risk.
The fund has the flexibility to invest a portion of its assets in foreign securities.