The fund seeks long-term capital gain by investing in mid- to mega-size U.S. companies.
The fund combines thematic or top-down sector and industry review with bottom-up stock selection. The fund looks for broad themes that are likely to persist or broaden and have positive impact on one or more industries or sectors. Through this review fund identifies investment themes
The bottom-up stock selection is driven by fundamental research, earnings growth review, comparative valuation and management quality.
The fund favors companies that meet not only valuation and growth parameters but also fit in the broad investable themes.
The fund has flexible fee structure which allows the fund the charge low fees similar to Exchange Trade Funds or higher fees for outperformance to the benchmark. The annual fee can range between 0.2% and 2.8%.