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 established companies demonstrating stable outlooks for future earnings and dividends growth.
The research team looks for companies that exhibit sales and earnings growth relative to the broader economy. The team also focuses on companies with unconventional business models, or venturing in entirely new industries.
Next, the team evaluates a company’s financial strength, valuation estimates, and also speaks with management teams.
The process also screens a company’s profit margins, working capital efficiency, relative price strength, insider trading and analyst sentiment.
The focused portfolio of approximately 35 growth stocks is diversified across industry sectors.
