The fund seeks primarily capital appreciation and secondarily current income by investing in large-size companies in the United States.
The defensive investment style is designed to highlight stable companies exhibiting high profit margins characteristics.
Next, the research team uses quantitative models to identify companies on the basis of factors such as low operating and financial leverage, and lower earnings-per-share variability.
The team also focuses on companies that exhibit attributes like low volatility and market beta. The manager believes stocks of these companies are estimated to produce higher risk-adjusted returns over a full market cycle.
The fund has the flexibility to invest in companies across all market capitalizations.