The fund seeks capital appreciation in the long term by investing in mid-to-large-size companies in the United States.
The investment process is designed to highlight growth companies in both established and growing industries.
The research team uses fundamental analysis to identify companies with financial strength, capable management teams, and sustained earnings performance.
The team also looks for companies with consistent earnings power and earnings growth rate, a dominant market position; insider ownership; and an industry growth rate than the broader economy.
The portfolio is focused with approximately 15 to 35 holdings that demonstrate strong future growth prospects.
The fund has the flexibility to invest in companies across all market capitalizations.
