The fund seeks capital appreciation in the long term and income by investing in companies across any size in the United States.
The investment process is designed to identify companies in the benchmark index that are estimated to trade below their fair values and selling at reasonable prices.
Next, the research team integrates environmental, social and governance factors as part of its process.
Then the research process is driven by fundamental analysis of one stock at a time. The manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.
The fund may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts, and other similar depositary receipts.