The fund seeks capital appreciation in the long term by investing in small- and mid-size companies in the United States.
The investment process starts with identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.
The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.
The investment team also considers environmental, social and governance factors when assessing investment opportunities.
The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market companies.