The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The investment process uses a fundamental, bottom-up approach to identify companies with strong growth potential. Next, the research team uses quantitative screens to highlight well established companies with above-average growth prospects.
The team also looks for companies with attractive fundamentals, potential to exceed market expectations, sustainable competitive advantages, and positive price momentum.
In addition, the team also evaluates factors such as demographic/cultural changes, technological advancements and/or regulatory changes resulting from structural disconnects.
The investment team also considers environmental, social and governance factors when assessing investment opportunities.