The fund seeks primarily capital appreciation and secondarily future income in the long term by investing in mid-and large-size companies in the United States.
The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.
The adviser’s investment process is designed to highlight companies that are trading at attractive valuations and have a track record of paying dividends.
The fund has the flexibility to invest up to 15% of its net assets in securities of foreign issuers.