The fund seeks capital appreciation by investing in companies across any size in the United States.
The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their estimated intrinsic value.
The research team combines fundamental and quantitative analysis to evaluate potential individual issuers.
The team focuses on companies exhibiting the most attractive opportunities in their industries.
Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
The portfolio is diversified by sector with the flexibility to invest across industries and styles and seeks to add value through stock selection. It is managed generally as sector neutral to the benchmark index and typically has holdings that are a combination of growth and value companies.
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.