The fund seeks capital appreciation in the long term and income generation by investing in 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 invests in equities of companies with a proven track record of dividend growth.
The team favors securities that have increased their dividend for a minimum of five consecutive years.
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 is primarily composed of common stocks, master limited partnership units and equity real estate investment trusts of U.S. companies s and cash equivalents.
However, the fund will limit its investment in MLPs to no more than 25% of its net assets.
The fund seeks capital appreciation in the long term and income generation by investing in small-and mid-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 invests in companies with a proven track record of dividend growth.
The team prefers companies that pay a dividend and that have increased their dividend in the most recent annual period.
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 purchase derivative instruments (including options, futures and options on futures) or invest in exchange traded funds, open-end funds (mutual funds) and closed-end funds.
