The fund seeks primarily significant income and secondarily 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.
Next, the research team invests in income-generating securities, principally comprised of dividend-paying equity securities, such as common stocks, preferred stocks and shares of beneficial interest of real estate investment trusts.
In selecting securities for the portfolio, the research team focuses on companies that pay above-average, stable dividend yields and have the ability to grow yields over time.
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-and large-size companies in the United States.
The multi-factor investment process seeks to highlight companies that exhibit growth potential not yet recognized by the market.
The process combines macroeconomic, quantitative and fundamental analyses to identify investment opportunities. The macroeconomic analysis evaluates investment themes, geopolitical events, monetary and fiscal policy and global economic trends.
In the quantitative analysis the research team evaluates securities by using mathematical and statistical modeling and research.
Next, the fundamental analysis involves measuring a security’s estimated intrinsic value by examining the overall economy and industry conditions, and the financial condition and management of the issuer.
In addition, the team examines a company’s management quality, revenue and earnings growth, profitability, market share, cash flow and balance sheet strength.
