The fund seeks capital appreciation and current income by investing in mid-size companies in the United States.
The investment process combines bottom-up stock picking with the top down macroeconomic analysis.
The stock selection process is designed to identify companies that exhibit attractive total return characteristics. The fund’s investment process is driven by quantitative research and fundamental analysis of one stock at a time.
The process first identifies companies with financial strength, sustainable dividend yield; consistent revenue, earnings, and cash flow; and a potential for returning capital to shareholders.
Next, the investment team reviews the macroeconomic environment with a focus on interest rates, inflation, consumer confidence and corporate spending.
The fund emphasizes dividend-paying and other income-producing securities and has an equally weighted portfolio.