The fund seeks capital appreciation by investing in mid-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 dividend-paying companies.
The team favors companies that are estimated to trade below their fair values.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with durable growth in earnings and dividends.
Also, the team prefers companies that are lagging in market price for temporary reasons and are trading at discounts to their estimated intrinsic value.
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 seeks 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 and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in dividend-paying companies.
The team favors companies that are estimated to trade below their fair values.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with durable growth in earnings and dividends.
Also, the team prefers companies that are lagging in market price for temporary reasons and are trading at discounts to their estimated intrinsic value.
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 seeks capital appreciation in the long term by investing in small- and mid-size companies in the United States.
The investment team starts with identifying companies that are trading at a discount to their intrinsic value not yet recognized by investors.
The research team is using bottom-up fundamental research to highlight unique companies undergoing major changes such as corporate spin-offs, financial restructuring, savings and loan and insurance conversions from mutual to stock companies; and event driven, special situations.
Next, the team narrows the investable universe to a list of undervalued companies that exhibit above-average capital growth potential.
The process does not take into account current dividend or interest income when choosing stocks for the fund.
