The fund seeks capital appreciation by investing in large-size companies in the United States.
The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their intrinsic value.
The research team combines fundamental and quantitative analysis to evaluate potential individual issuers. The team focuses on high-quality companies with sustainable and durable business models, balance sheet strength and capable management teams.
The portfolio is built of stocks of companies that display above-average and sustainable growth potential and are trading at reasonable valuations. The holdings are a combination of growth and value companies.
The fund may invest its assets across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.
The fund has the flexibility to invest its assets across market capitalizations or in securities of foreign issuers.