The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.
The advisor’s investment process is designed to highlight companies demonstrating growth at a reasonable price characteristic. The process integrates financial and socially responsible investment standards.
The research team focuses on companies that exhibit either a history or strong prospects of earnings and revenue growth, and a strong balance sheet.
The team also looks for companies that demonstrate leadership, operating momentum and annual growth rates of 10% or better.
The fund generally invests in companies that represent ten major economic or market sectors, but it may have significant exposure to one or more of these sectors.
The fund avoids investments in companies that have significant involvement in the tobacco, pharmaceuticals, biotechnology, medical diagnostic services and products, gambling and liquor industries.
