The fund seeks capital appreciation by investing in mid-size companies in the United States.
The sub-adviser’s investment process highlights companies with the potential for capital growth included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with proven business models, strong management teams, and attractive valuation levels.
The team then narrows the investable universe based on niche products; quality of management; opportunities provided by mergers, divestitures, or new management; or other factors.
The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities. The sub-advisor believes ESG assessment as an important consideration in determining the weights of securities within the portfolio.