The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in mega-and large-size companies in the United States.

The investment process is designed to highlight undervalued companies that may be out of favor for temporary reasons but have prospects for long-term continued and consistent growth.

Next, the research team employs fundamental analysis to evaluate a company on the basis of valuation multiples as determined by earnings and book value. The team also focuses on financial strength and size and stream of dividend payments.

Generally, the portfolio allocates at least 20% of the assets to the Standard & Poor's 100 Index based exchange traded fund.