The fund’s objective is to growth of capital in the long-term through investing in small-size companies.
The investment process starts with a list of companies included in the benchmark Russell 2000 Index. The research team then with the help of fundamental analysis and quantitative techniques identifies companies with strong balance sheets, established market presence, high return on capital and good or improving fundamentals.
The research team then looks for companies that are likely to benefit from the long-term structural growth or innovative portfolio of products or services.
The fund generally invests in companies between the market capitalizations of $100 million to $7 billion.