The fund seeks capital appreciation by investing in mid-and large-size companies in the United States.
The advisor’s investment process is designed to highlight dynamic businesses with leading and defensible market positions.
The research team looks for companies that offer favorable profit outlook over the coming three-year period and with the presence of near-term catalysts to unlock value.
Next, the team conducts proprietary fundamental research to develop an understanding of a company and its position within its industry.
In addition, the team analyzes company filings and communicates with company management and industry analysts.
