The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The sub-advisor’s investment process relies on quantitative methods and fundamental analysis to identify undervalued companies that are estimated to exceed earnings expectations.
The process seeks to outperform the benchmark index which includes both value and growth stocks.
The research team evaluates companies based on valuation, quality and momentum characteristics.
Next, the team reviews each company’s relative valuation, operational and financial performance, and stock price behavior.
The fund employs a risk controlled investment approach to constructing a broadly diversified portfolio of companies with characteristics similar to the benchmark index and a superior valuation and earnings profile.