The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The investment process is designed to highlight companies in the benchmark index with the presence of near-term catalysts that can drive stock price appreciation.
Then the research team utilizes quantitative analysis to identify companies with 20% quarterly year-over-year revenue growth, 25% quarterly year-over-year earnings growth, and trading at an earnings multiple below 12.
Next, the team focuses on the earnings per share growth, earnings outlook, competitive position, and the balance sheet of each individual company.
In addition, the team reviews public companies’ financial statements to determine those companies that report substantial sales and earnings growth over the prior twelve months.
Then the team on an ongoing, daily basis monitors any new publicly available financial statements of the companies to identify stocks that have the highest potential for growth.
Additionally, the manager employs a proprietary screening process to construct a portfolio of stocks that demonstrate the most attractive growth characteristics regardless of market sector.
The fund will invest in either growth or value stocks. Although the fund aims to be fully invested, a portion of its net assets may be allocated to cash, money market funds or short-term debt instruments.
The manager typically purchases common stocks of companies that have a relatively low price to earnings ratio.
The fund is not constrained by certain size companies, specific industries or a particular investment style.
