The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The investment process starts with a list of companies in the underlying benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investment opportunities.
The research team looks for high-quality companies with profitable growth that are selling at reasonable prices.
The team focuses on companies exhibiting consistent return generation and lower standard deviation with an emphasis on earnings growth and free cash flow.
The portfolio is focused with approximately 35 to 50 holdings that demonstrate strong future growth prospects.
The fund may invest up to 20% of its net assets in foreign issuers.
The fund seeks capital appreciation in the long-term by investing in mid-size companies in the United States.
The investment process starts with companies in the benchmark index. The research team with the help of quantitative process highlights high-quality companies with solid free cash flow and balance sheets. Next, the team identifies companies with improving fundamentals and consistent earnings growth.
The team uses a bottom-up stock selection process which is driven by future growth outlook and not its participation in any significant economic or market cycles.
The fund favors companies with a history of consistent profitable growth.
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 that have a track record of growth or growth potential.
According to the team, companies with the potential for superior growth may have characteristics such as new products, technologies, distribution channels, strong industry or market positions.
In addition, the team prefers companies with leading competitive positions and management that can achieve sustained growth.
In selecting securities for the portfolio, the research team evaluates each company on the basis of its earnings growth, return on equity, margin stability, and capital management.
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 in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.
Also, the fund may, from time to time, have significant exposure to one or more sectors of the market.
