The fund seeks capital appreciation by investing U.S. companies across all market capitalizations.
The investment process starts with a list of companies in the benchmark index. Research team then narrows the list based on financial statements analysis and companies that meet broad business metrics and trend criteria are separate for additional analysis.
The team then looks for sources, nature and quality of earnings and growth and estimates long-term outlook for sustainability of acceleration of growth. The team then compares the long term based intrinsic valuation with the current market prices. The fund favors companies trading at discounts or reasonable valuations.