The fund seeks capital appreciation in the long term by investing in mega and large-size companies in the United States.
The sub-adviser’s investment process highlights companies that it believes are undervalued market leaders, and industries with improving supply/demand trends.
The process also focuses on companies that may be out of favor with less downside risk.
Next, the research team with the help of fundamental analysis emphasizes high-quality companies that pay dividends and are aligned with shareholders’ interests. The team also considers companies with improving or sustainable operating characteristics.
Then the Investment team allocates capital to a portfolio of stocks that are favored by the research team and consistent with risk guidelines.
The fund’s portfolio is broadly diversified by company and industry. However, the fund may, through its normal stock selection process, focus in one or more sectors of the market.
The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies similar to the benchmark index.