The fund seeks capital appreciation by investing in large-size companies in the United States.
The investment process is designed to identify companies with growth potential that maybe misunderstood or underappreciated by investors.
The process focuses on strong businesses with pricing power, free cash flow growth and cross-cycle growth characteristics.
Next, the research team looks for high-quality companies that demonstrate above average earnings growth potential.
The fund may invest its assets across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.
The fund has the flexibility to invest its assets across market capitalizations or in securities of foreign issuers.