The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that are undergoing positive fundamental change.
The team employs a core approach strategy to identify companies with above-average earnings and sales growth.
In addition, the team focuses on companies that are estimated to trade below their fair values.
Also, the team prefers companies that reinvest in their business to seek further growth.
Additionally, the team seeks to identify companies that are underappreciated and not yet recognized by investors.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.
