The fund seeks total return by investing in mega-and large-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 that pay or are estimated to pay regular dividends.
The research process is driven by fundamental analysis of one stock at a time. The research team focuses on high-quality companies with superior balance sheets, predictable earnings and cash flow growth, and a track record of dividend growth.
In addition, the team favors companies that are trading at discounts to their estimated intrinsic value with above-average total return potential.
In selecting securities for the portfolio, the team focuses on companies that have at least a ten -year history of paying and/or growing dividends.
The team seeks to buy high quality securities at attractive valuations with the presence of a near-term catalyst that is estimated to produce attractive returns.
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.
