The fund seeks capital appreciation by investing in companies across any size in the United States.

The investment process is designed to highlight companies engaged in technology-related industries.

The investment team considers a company to be doing business in technology-related industries if at least 50% of its gross income or its net sales come from activities in technology-related industries, or at least 50% of its to More

The fund seeks capital appreciation by investing in companies across any size in the United States.

The investment process is designed to highlight companies engaged in technology-related industries.

The investment team considers a company to be doing business in technology-related industries if at least 50% of its gross income or its net sales come from activities in technology-related industries, or at least 50% of its total assets are devoted to producing revenues in technology-related industries.

The process also considers companies involved in the design, manufacture, distribution, licensing, or provision of various applied technologies, hardware, software, semiconductors, telecommunications equipment and telecommunications/media distribution services, medical technology, biotechnology, as well as service-related companies in the information technology industry.

The strategy focuses on companies that demonstrate earnings or revenue growth potential.

Then the research process is driven by fundamental analysis of one stock at a time. The research team utilizes quantitative techniques and fundamental analysis to narrow the investable universe.

Next, the team reviews a company’s financial statements, and also has discussions with company management teams, suppliers, distributors, competitors and customers.

In addition, the team evaluates the industry in which the company operates, and the stage of its business cycle.

Finally, the team looks to invest in companies demonstrating superior or improving fundamentals with attractive valuation and moderate earnings estimates.

Then the manager constructs a portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.

The fund has the flexibility to invest across all market capitalizations but may hold a significant amount of securities of mid-and large-capitalization issuers.

Additionally, the fund may invest up to 50% of its net assets in securities of foreign issuers, which may include securities of issuers located in emerging markets countries.