The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The disciplined investment process focuses on companies that are trading at a discount to their intrinsic value and exhibiting above-average earnings growth potential.
The process employs fundamental research to identify companies with attractive valuations.
The research team uses a sector-neutral, relative-value approach for sector diversification and to minimize volatility.
Next, the team evaluates a company’s valuation multiples on the basis of earnings, cash flow, book value and earnings to growth. In addition, the team looks to capture alpha over the long-term.
The fund has the flexibility to invest across any market capitalization.
