The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Then the research team utilizes a proprietary value-oriented process to focus on companies exhibiting change, neglect and relative valuation characteristics.

The team also assesses a company’s operations and future prospects to seek potential investment opportunities.

Next, the team narrows the investable universe to a list of companies that are estimated to trade below their fair values.

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 fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in long and short positions in equity and equity related securities of U.S. and non-U.S. companies.

Additionally, the research team takes long positions in securities that are estimated to trade below their fair values, and short positions in the overvalued securities.

The team focuses on companies characterized by three attributes, such as change, neglect and relative valuation.

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

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

The investment process starts with quantitative research to identify stocks that are underfollowed by investors.

Next, the research team then narrows the investable universe to a list of companies that exhibit positive change, neglect and relative attractive valuation attributes.

This fund utilizes a bottom up stock selection process to construct a concentrated portfolio taking into consideration stock-specific risks, sector weightings and risk/reward characteristics.

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity and equity related securities of U.S. and non-U.S. companies.

Then the research team utilizes a proprietary value-oriented process to focus on companies exhibiting change, neglect and relative valuation characteristics.

The team narrows the investable universe to a list of companies that are estimated to trade below their fair values.

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity and equity related securities of U.S. and non-U.S. companies.

The team focuses on companies characterized by three attributes, such as change, neglect and relative valuation.

In addition, the team focuses on changes that are material to a company’s operations, outlook and prospects.

The team emphasizes companies that are estimated to trade below their fair values not yet recognized by markets.

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