The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The investment process is designed to identify companies in the benchmark index that experience positive dynamic change.
The investment team believes companies undergoing positive dynamic change offer the best investment opportunities.
Next, the research team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.
The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance.
In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new management.
Then the manager constructs a focused portfolio of approximately 35 holdings of companies that demonstrate promising growth potential.
The fund focuses its investments in companies fostering and benefiting from technological improvements, advancements or developments.
The fund may also invest a significant portion of its assets in securities of companies conducting business within a single sector, including the technology, healthcare, consumer discretionary, and industrials sectors.