The fund seeks long term capital appreciation by investing in small-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and then the research team with the help of qualitative analysis narrows the list that are trading at a discount historically, to their peers, or general market.
The team then narrows the list of investable companies by identifying the presence of near term catalysts to drive market valuation higher.
The fund may invest up to 25% of its net assets in foreign securities. From time to the fund may emphasize one or more sectors including financial services and may invest in real estate investment trusts.