The fund seeks capital appreciation by investing in large-size companies in the United States.
The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team uses a proprietary screening tool to identify investable opportunities.
The fundamental research focuses on companies with sustainable competitive advantages, key profit drivers, and cash generation capacity.
Next, the research team emphasizes companies with improving quality metrics, business momentum and attractive relative valuations.
The portfolio is broadly diversified by industry and company and the fund may invest in a broad range of market capitalizations.