The fund seeks high total return by investing in mid-and large-size companies in the United States.
The investment process is designed to highlight companies that appear to be undervalued. The aim of the process is to outperform the benchmark index with minimum volatility.
The research team employs a three-step process that combines research, valuation and stock selection. The team also takes an in-depth look at a company’s prospects over a period as long as five years to gain insight into a company's growth potential.
Next, the team ranks the companies in each sector group according to their relative value.
In addition, the team also evaluates the impact of environmental, social and governance factors on the cash flows of companies it may invest.
The portfolio is so constructed to modestly overweight undervalued stocks and underweight overvalued stocks.