The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The investment process is designed to highlight companies in the benchmark index that demonstrate potential for higher growth.
The process focuses on companies that have a track record or prospects for above-average growth.
Next, the team looks for companies with leading competitive positions, sustainable business models and competent management that can deliver consistent growth.
Then the research team utilizes fundamental analysis to look for companies that exhibit potential for superior earnings growth.
The research team combines research, valuation and stock selection as part of its process.
In addition, the team also integrates environmental, social and governance factors in its investment process.
The research process also includes a review of a company’s accounting and tax policies, disclosure and investor communication, shareholder rights and remuneration policies on the cash flows.
Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.
The fund may at any given time invest a significant portion of its net assets in companies of one particular market capitalization category, such as large capitalization companies.