The fund seeks primarily capital appreciation and secondarily current income by investing in 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 identify undervalued companies not yet recognized by the market but estimated to have strong growth potential.
The research team also considers companies with high-quality products and expanding market shares demonstrating potential for growth in sales, earnings and dividends.
In addition, the team focuses on companies with superior capital growth potential and a track record of paying dividends.
The fund has the flexibility to invest up to 35% of its net assets in securities of foreign issuers.