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 focuses on companies that have a track record or prospects for above-average growth.
The research team combines research, valuation and stock selection as part of its process.
According to the team, growth companies include those with leading competitive positions that can achieve consistent growth.
In addition, the team also integrates environmental, social and governance factors in its investment 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.