The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The investment process is designed to highlight companies in the benchmark index that demonstrate growth potential.
The Investment team integrates environmental, social and governance factors as part of its process.
Then the research team relies on fundamental analysis to identify businesses with attractive franchises and operated by management teams with proven track record.
The team prefers companies that are lagging in market price for temporary reasons and trading at a significant discount to their estimated intrinsic value.
Then the manager constructs a portfolio of sustainable growth companies 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.