The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The sub advisor’s investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investment opportunities.
The research team employs a statistically driven approach to identify companies that exhibit above average growth prospects.
Next, the team is using fundamental analysis to evaluate a company’s financial strength, value metrics and price momentum.
The sub-advisor may also include stocks of other companies with similar growth characteristics whose market capitalizations are within the range of the benchmark index.