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 a value-oriented approach to invest in equity investments, such as common stocks and real estate investment trusts.
The team then ranks stocks based on its proprietary stock ranking system, and selects stocks that are among the top ranked within their sector.
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.