The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The 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 looks to identify financially strong companies demonstrating accelerated earnings than the broader economy.
The team narrows the investable universe to companies exhibiting superior growth potential.
The focused portfolio holds approximately 25 to 35 securities with no more than a 5% weight for an individual holding.
The fund may from time to time emphasize one or more sectors in selecting its investments, including the consumer discretionary, health care, and technology sector.