The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The investment process utilizes fundamental analysis to identify companies that are mispriced and have the potential to outperform the benchmark index.
The investment process starts with a list of companies and narrows the list that meet earnings, valuation and growth hurdles.
Next, the research team with the help of qualitative research and fundamental analysis identifies companies with a track record of earnings and growth and exhibit business models with sustained earnings power.
The investment team uses sector- and industry-specific stock selection models to construct the portfolio that meet risk guidelines.
The fund may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector.
The fund may invest in derivatives, such as futures for cash equitization purposes.