The fund seeks capital return by investing in mid-size companies in the United States.
The sub advisor’s investment process starts with companies in the benchmark index. The research team then narrows down the list of companies using quantitative research and fundamental analysis to a list of companies that meet earnings, growth, and return on investment hurdles.
Next, the research team using qualitative analysis identifies companies with leadership position within an industry and highlights strong management team.
The fund favors companies with high quality, market leadership and earnings durability.