The fund seeks capital appreciation in the long term by investing in companies across all market capitalizations in the United States.
The sub-advisor’s investment process is designed to highlight reasonably valued growth companies delivering consistent earnings growth of 10% or more for the past five years.
The research team uses fundamental analysis to identify companies on the basis of earnings momentum and relative price performance.
The team also screens for factors such as earnings revisions/surprises, and profitability.
The fund typically holds from 30 to 45 stocks diversified by sector and industry groups.
