The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team utilizes its proprietary stock ranking system to rank stocks in the benchmark index.
The team then narrows the investable universe to companies that generate returns that exceed those of the benchmark index.
Also, the research team integrates environmental, social and governance factors as part of its process.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.
The manager purchases top-ranked stocks within their sector.
Also, the fund may utilize futures contracts to gain or reduce exposure to its index, maintain liquidity and minimize transaction costs.