The fund seeks capital appreciation in the long term by investing in small-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 utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in securities of companies that exhibit superior growth potential.
In addition, the team favors companies with improving quality metrics, business momentum and attractive relative valuations.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.
Based on market or economic conditions, the fund may focus in one or more sectors of the market.