The fund seeks high total return by investing in mid-and large-size companies in the United States.
The investment process is designed to highlight the most undervalued stocks in each sector of the benchmark index. The aim of the process is to outperform the benchmark index.
The research team employs a three-step process that combines research, valuation and stock selection. The team also takes an in-depth look at a company’s growth potential and look to identify companies that regularly pay dividends.
Next, the team ranks the companies in each sector group according to their relative value.
In addition, the team also evaluates the impact of environmental, social and governance factors on the cash flows of companies it may invest.
The portfolio weightings sector by sector are similar to those of the benchmark index to limit volatility.