The fund seeks capital appreciation in the long-term by investing in mid-size companies in the United States.
The investment process of the fund begins with an economic analysis across a range of industries and identifies companies using fundamental research that are market leaders in industry niches they operate. The fund favors companies with consistent business performance and exhibit sustainable growth.
The fund may invest in companies that do not have strong earnings histories but do have other attributes that may contribute to accelerated growth in the near future.
The fund may focus on one or more industries including industrial and technology-related sectors and has the flexibility to invest in companies smaller than $3 billion in market capitalization.
The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.
The investment process is driven by fundamental analysis to identify companies that demonstrate superior long-term growth characteristics.
The process also looks for companies that have sustainable earnings prospects and reasonably valued stock prices.
Then the research team focuses on companies that do not have strong earnings histories but do have other attributes that may contribute to accelerated growth in the near future.
In addition, the team relies on an economic analysis of companies across a range of industries, including, but not limited to, investments in the technology sector.
The team then with the help of fundamental research identifies companies that meet earnings, return on capital and growth criteria, are leaders in an industry niche, and are consistent producers and/or exhibit sustainable growth.
Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
The fund has the flexibility to invest its net assets in small capitalization companies too.
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 invests in securities of companies that possess superior long-term growth characteristics.
Also, the team favors companies that have superior, sustainable earnings prospects and/or reasonably valued stock prices.
In addition, the team may invest in companies that may contribute to accelerated growth in the foreseeable future, including initial public offerings.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team utilizes in-house research to identify companies that meet earnings, return on capital and growth criteria.
Additionally, the team prefers companies that are leaders in an industry niche, are consistent producers and/or exhibit durable growth.
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.
In addition, the fund may invest a significant portion of its net assets in cash or cash equivalents.
