The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The investment process is designed to highlight companies exhibiting above-average earnings growth potential not yet recognized by investors. The team aims to capitalize on the market’s misperceptions of growth potential.
The research team uses fundamental analysis to identify companies with expanding market opportunities, sustainable competitive advantages, free-cash-flow generation and the potential to accelerate returns on invested capital.
The fund may from time to time emphasize one or more sectors in selecting its investments, including the consumer discretionary and technology sector.
The fund has the flexibility to invest up to 20% of its net assets in foreign securities.