The fund seeks long-term capital appreciation by investing in small-size companies in the United States.
The investment process starts with a list of companies in the benchmark index. Research team then with the help of fundamental analysis and quantitative research then narrows the list to include companies with a proven track record of earnings but lagging stock prices.
The team with the help of qualitative research estimates long term growth and earnings potential of these companies.
The fund favors companies with predictable earnings, attractive free cash flow, and operating in industries with high barriers to entry.
The investment team may hold in excess of 25% of its total assets in cash or equivalents when the team believes it offers a better risk reward profile than investments in additional securities.
