The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The disciplined investment process is designed to highlight companies from the benchmark index that are estimated to trade below their fair values.
The process utilizes a research driven approach to uncover opportunities that are trading at a discount to their estimated intrinsic value and/or growth prospects not yet recognized by investors.
The research team also relies on a company’s historical data for security selection. In selecting securities, the team evaluates factors that include, but are not limited to: market capitalization, valuation metrics, and earnings and price momentum over time.
Then the research team constructs a portfolio that is reflective of its 50 best ideas.
The team is focused on finding the most attractive opportunities regardless of company size, industry, or country of domicile.
The fund will invest up to 30% of its total assets in the securities of foreign issuers, including those in emerging markets, and will invest up to 10% of its total assets in real estate investment trusts or foreign real estate companies.