The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The investment process starts with fundamental research to identify undervalued companies that have strong financial strength and attractive business economics.
The research team believes that companies with these characteristics are less likely to experience eroding values over the long term.
Next, the team with the help of qualitative analysis looks for companies with earnings power not yet recognized by the market, an acceptable level of debt and positive cash flow, and cash-producing businesses.
The fund focuses on free cash flow and return on capital capabilities and prefers companies where a near-term identifiable catalyst is present that is expected to lead to a higher valuation.