The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in any-size companies in the United States.
The investment process highlights companies that demonstrate above-average capital growth outlook in the long term.
The research team focuses on identifying companies which have accelerating revenues, earnings growth, strong dividend growth potential, free cash flow growth, expanding margins and strong balance sheets.
The team also looks for cyclically depressed or undervalued companies that have the potential for capital growth.
The team also takes into consideration economic conditions and monetary factors, inflation and interest levels and trends, and fundamental factors of companies.
The fund has the flexibility to invest in all market capitalizations. However, the fund limits fixed-income securities holdings to less than 40% of the portfolio.
