The fund seeks capital appreciation in the long-term by investing in mid-size companies in the United States.
The disciplined investment process is designed to identify high-quality companies and build a concentrated portfolio. The investment process starts with a list of companies in the benchmark index and looks to assign equal exposure to all economic sectors.
The research team with the help of fundamental analysis identifies companies with history of earnings stability and growth, financial strength and return on capital.
Next, the team with the help of qualitative analysis evaluates management strength, market leadership, competitive position and product portfolio. The fund favors to invest in high-quality and high-conviction companies at attractive prices only.
The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The investment process seeks to identify high-quality companies demonstrating consistent earnings trends.
The research team uses fundamental analysis to look for companies having a track record of earnings stability and growth; proprietary products, processes and/or services; leadership or competitive positions in the market or industry; balance sheet strength; and experience of management teams.
The fund may invest in both growth and value stocks, and will maintain exposure across a variety of industry sectors.
