The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investment opportunities.
The research team focuses on companies exhibiting above-average earnings growth potential.
The fund seeks capital appreciation by investing in mid-size companies in the United States.
The investment process starts with a list of companies in the benchmark index. The process uses quantitative and fundamental analysis to identify companies with low-price volatility.
The portfolio is diversified with companies exhibiting above-average earnings growth outlook. The research team believes low price volatility will lead to capital gains in the future.
The fund may emphasize from time to time companies in technology sectors.
The fund seeks primarily capital appreciation and secondarily current income by investing in companies in the United States.
The investment is designed to outperform the index and starts with a list of companies in the benchmark and focuses on companies with a track record of earnings and dividend.
Next, the research team combines quantitative research and fundamental analysis to identify companies with above average dividend yield and select companies with earnings power that exhibit characteristics of sustained future dividend increase.
In addition, the team employs valuation multiples on the basis of book value and earnings to identify companies demonstrating attractive valuations relative to their current price.
Then, the fund manager constructs a diversified portfolio of companies and may invest a significant amount of its assets from time to time in the financial and technology sector.
