The fund seeks long-term capital appreciation by investing in small-size companies in the U.S.
The sub-adviser’s investment process is designed to identify companies in the benchmark index that are trading at attractive valuation to their peers and history.
Next, the investment team with the help of quantitative and qualitative research narrows the investable list to include companies that are estimated to grow at attractive rates in the long term.
The fund favors high quality companies with financial strength that are trading at attractive valuations. The bottom-up stock selection drives portfolio construction and at times may lead to concentration in one or more sectors.