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 identify undervalued companies not yet recognized by the market but estimated to have strong competitive advantages.
The research team uses fundamental techniques to look for companies with strong cash flow, balance sheets, returns, and improving earnings trends.
The fund may invest in both growth and value stocks, and has the flexibility to invest up to 20% of its net assets in securities of foreign issuers.
The fund may from time to time emphasize one or more sectors in selecting its investments, including the technology sector.