The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The investment process is driven by fundamental analysis to identify companies demonstrating above-average growth prospects in the long term.
The Investment team integrates environmental, social and governance factors as part of its process.
Then the research team focuses on companies with successful business concepts and industries such as the cloud and artificial intelligence and biotechnology, medical devices, and ecommerce that are leading the technology revolution.
The team believes these companies exhibit fundamental strength and have the potential for greater relative performance through an economic slowdown, as they continue to displace older businesses and outdated technologies.
Then the manager constructs a diversified portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, and American Depositary Receipts.