The fund seeks capital appreciation by investing in large-size companies in the United States.
The investment process starts with companies in the benchmark index and the research team narrows the list to include high-quality companies that are trading at favorable valuations.
The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.
Next, the research team looks for companies that demonstrate above average earnings growth potential.
The process focuses on companies with the presence of near-term catalysts that may be rewarded over the long term.
The fund may invest its assets across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.
The fund has the flexibility to invest its assets across market capitalizations or in securities of foreign issuers.