The fund seeks capital appreciation by investing in small-and mid-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 the equity securities of domestic small and mid-capitalization growth companies.
The team favors companies that are estimated to trade below their fair values and whose future earnings power is not reflected in their current valuations.
In addition, the team focuses on the sector or industry the company is in, return-on-equity or margins, the size of the company, past and future growth of the company, analysts’ expectations, and earnings surprises.
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.
