The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is driven by fundamental analysis to buy growing companies at reasonable valuations.

The strategy emphasizes capital growth over the long term.

Then the research team looks for companies with improved productivity and having a broad distribution network and high barriers to entry.

The team favors highly capitalized companies that are market leaders and operated by management teams with proven track record driving global economic growth.

Then the manager constructs a diversified 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 has the flexibility to invest across a range of industries, but may overweight certain sectors.