The fund seeks long-term capital gain by investing in companies from mega to large and medium market capitalizations.
The investment process highlights companies with a proven track record of earnings, financial strength, operating in high barriers to entry industries, and generating strong cash flows to finance future growth.
The research team evaluates management by focusing on the company’s dividend track record, accessibility to shareholders, management incentives including direct equity ownership, and employment of conservative accounting practices.
The fund favors companies with the presence of near-term catalysts that can drive the stock higher and also engages in frequent trading that could lead to significant tax liabilities.