The fund seeks capital appreciation by investing in companies across any size in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in common stocks and securities convertible into common stock.
The team employs a growth style of investing to identify companies with fundamental strength and earnings growth potential.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.