The fund seeks maximum total return n 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 invests in companies with leading market share positions, management teams whose interests are aligned with those of shareholders, balance sheet strength, and cash flow ratios.

In addition, the team prefers companies that generate higher returns on equity and capital.

Then the team seeks to identify companies that are estimated to trade below their fair values on the basis of financial strength, earnings valuation, and earnings quality.

Next, the team narrows the investable universe based on interviews with company management and a review of the assessments and opinions of outside analysts and consultants.

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 real estate investment trusts and American Depository Receipts.