The fund seeks capital appreciation by investing in large-size companies in the United States.
The investment process utilizes a growth at a reasonable price strategy to look for efficient businesses poised for growth.
Next, the research team focuses on companies with strong fundamentals, superior management, and a sustainable competitive advantage. In addition, the team looks to invest with a long-term horizon in mind.
The research team then narrows the list to include high-quality companies that demonstrate above average earnings growth potential.
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.