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

The investment process is designed to highlight well-established companies in the benchmark index that demonstrate superior earnings growth potential.

The research team considers factors such as balance sheet strength, cash flow and return on equity.

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

The fund focuses its investments in a core of less than 25 companies, and certain sectors are likely to be overweight compared to others.

The fund is a non-diversified portfolio, which means it can invest more of its assets in securities of a single issuer.

Also, the fund may participate in a limited number of industry sectors.