The fund seeks total return 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 are estimated to trade below their fair values.
Then the research team focuses on companies that have the potential to grow their intrinsic values per share and looks to buy them at a discount.
Additionally, the Investment team integrates environmental, social and governance factors as part of its process.
Then the research process is driven by fundamental analysis of one stock at a time. 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 invest a significant portion of its net assets in companies of one particular market capitalization category, such as large-capitalization companies.