The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The investment process utilizes a proprietary quantitative three factor model designed to select up to 50 stocks from the Russell 3000 Index.
The research team evaluates companies on the basis of fundamental, technical, and macro-economic factors.
Then the manager constructs a portfolio that holds 40 to 50 individual securities from a list of securities in the benchmark index.
The fund has the flexibility to take temporary defensive positions in cash or cash equivalents in response to adverse market, economic, political, or other conditions.
While the fund primarily invests its assets in the securities of large capitalization companies, it may also invest in equity securities of small and mid-cap companies.
