The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The investment team employs a blend of value disciplines for sustained performance and the investment process starts with companies in the benchmark index that appear undervalued.
Then the research team looks for companies that exhibit strong potential for growth, profitability and financial strength characteristics and narrows the investable universe to a list of companies with attractive valuations, margin improvement, product innovations and visionary management teams.
The fund has the flexibility to invest up to 20% of its assets in U.S. dollar denominated securities of issuers based outside of the U. S.
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 focuses on companies with above average potential for earnings growth.
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 may invest up to 20% of its net assets in U.S. dollar denominated securities of issuers based outside of the U. S.
Additionally, the fund may purchase exchange-traded funds.
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The investment process is designed to highlight companies included in the benchmark but trading at discount relative to history or to peers.
The research team then developed a deeper understanding of companies’ business models, reasons of current undervaluation and factors and catalysts that may lead to higher revaluation.
The investment team builds a portfolio using bottom-up stock selection and allocates capital based on a number of factors including growth outlook, near term catalysts and business fundamentals.
