The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The disciplined investment process is designed to identify high-quality companies that offer the potential for price appreciation in the future. The process looks to generate premium returns over full market cycles.
The research team looks for companies with a track record of consistent and predictable earnings growth, regular and growing dividend payments, and market leaders within their respective industries.
Next, the team narrows the investable universe to companies that exhibit exceptional financial strength, industry position, and franchise recognition.
The portfolio is constructed of high-quality, dividend-paying companies that provide competitive returns with less risk.
Generally, the portfolio holds stocks of 25 to 35 companies diversified across economic sectors and industry groups.
