The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.
The investment process uses quantitative screens to identify profitable companies with sustainable earnings and disciplined management.
Next, the research team looks for companies with attractive valuations, high quality characteristics and strong momentum that can lead to outperformance. Strong momentum securities reflect prices and/or earnings that have been increasing and will continue to increase.
The investment team also considers environmental, social and governance factors when assessing investment opportunities.
The fund uses behavioral finance to capitalize on market inefficiencies.