The fund seeks capital appreciation by investing in mid-size companies in the United States.
The investment process starts with companies in the benchmark index. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.
The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.
The team looks for companies that may exhibit strong pricing power and free cash flow growth.
Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.