The fund seeks capital appreciation by investing in companies across any size 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.
The strategy employs a multiple portfolio manager structure, which means the fund’s several components are managed separately using different investment styles. Each component sleeve has a distinct investment philosophy and analytical process to identify specific securities for purchase or sale.
The sub-adviser constructs a diversified portfolio that represents a wide range of investment philosophies, companies, industries and market capitalizations.
Based on market or economic conditions, the fund may, through its stock selection process, focus in one or more sectors of the market.
The fund may invest in securities of any market capitalization, but tends to focus on medium and large companies.
The fund may invest up to 25% of its net assets in securities of foreign issuers, including companies that conduct their principal business activities in emerging markets.