The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.
The fundamental, research-driven investment process is designed to identify Innovative wide-moat companies. The process starts with a group of 20 to 40 stocks selected for their growth potential.
The research process is driven by fundamental analysis of one stock at a time. Next, the research team looks for well-established companies that it believes possess sustainable competitive advantages that capitalize on their competitive moat to grow market share globally over a multi-year period.
In addition, the team prefers market leading companies driving innovation and change through disruptive technologies, products or business models.
The fund has the flexibility to invest across market capitalizations and may also invest in foreign securities, which may include investments in emerging markets.