The fund seeks current income and capital appreciation in the long term by investing in companies across any size 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 income-producing stocks that pay dividends.
In selecting securities for the portfolio, the research team focuses on companies that are trading at significant discounts to their estimated intrinsic value.
Additionally, the team evaluates the company’s current earnings and future earnings potential.
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.
Generally, the fund will attempt to remain fully invested in common stocks and securities that are convertible into common stocks, such as convertible bonds and convertible preferred stocks.
The fund may also invest in the securities of both domestic and foreign issuers and it may invest in shares of other investment companies, including exchange-traded funds.
The fund seeks to maximize return on capital 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 focuses on companies that are trading at significant discounts to their estimated intrinsic value.
The team also considers factors such as the company’s current earnings, and future earnings power.
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.
The fund may invest in securities of both domestic and foreign issuers and it may invest in shares of other investment companies, including exchange-traded funds.
The fund seeks to maximize return on capital by investing in companies across any size in the United States.
The investment process is designed to highlight companies that are trading at a discount to their estimated intrinsic value.
Next, the research team relies on fundamental analysis to look for companies whose future earnings growth potential is not reflected in their current market prices.
Then the manager constructs a concentrated portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
The manager may also invest in the securities of both domestic and foreign issuers, including exchange-traded funds.
