The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The investment process is designed to highlight companies in the benchmark index that are trading at a discount to their estimated intrinsic value.

Then the research team focuses on companies with fundamental strength and that are inexpensive on the basis of earnings.

The team relies on fundamental valuations of companies and invests with a long-term investment horizon.

Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.

The portfolio holds 55 to 65 stocks and strives to be fully invested at all times.

The fund has the flexibility to invest across market capitalizations, and may also invest up to 15% of its net assets in securities of foreign issuers, including in emerging markets, through American Depositary Receipts.