The fund seeks capital appreciation by investing in small-size U.S. companies.
The fund’s investment process is driven by quantitative research and fundamental analysis of one stock at a time.
The process first identifies companies with financial strength, above-average return on capital and a history of earnings growth. Next, the investment team digs deeper into business models and identifies drivers of growth and outlook for long-term.
The fund favors companies that are trading at attractive discounts to their long term growth expectations and have identifiable near-term catalysts or events that could lead to higher revaluation.