The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team looks for companies with attractive valuations, strong business fundamentals and stock momentum that can lead to outperformance.
Strong momentum securities reflect prices and/or earnings that have been increasing and will continue to increase.
The team employs behavioral finance principles to capitalize on market inefficiencies.
Next, the research process relies on quantitative screens to identify profitable companies with sustainable earnings and disciplined management.
The investment team also considers environmental, social and governance factors when assessing investment opportunities.
The team constructs a portfolio of companies using risk guidelines and capital allocation discipline from a list recommended by the research team.