The fund seeks capital appreciation in the long term by investing in companies in the United States.
The investment process is designed to highlight high-quality companies that are trading at attractive valuations.
The research team uses fundamental, bottom-up analysis to identify companies that it believes are positioned to benefit from shifts in spending across various industries and geographies.
The team focuses on companies poised for market share gains from innovative products and strong intellectual property.
In addition, the team looks for companies that can benefit from cyclical trends in the industry in which they operate and capable management that can take advantage of those trends.
The fund’s net assets at times may be invested in securities of relatively few industries or sectors.