The fund seeks capital appreciation in the long term by investing in small-size companies 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 utilizes a proprietary strategy to invest in companies that will increase in value over time.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies whose earnings and revenues are not only growing, but growing at an accelerating pace.
In addition, the team also prefers companies whose stocks demonstrate price strength relative to their peers.
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.
The portfolio holds stocks of companies exhibiting favorable growth prospects.
Also, the fund may invest in securities of foreign companies.