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

The investment process starts with a list of companies in the benchmark index and the research team narrows down the list utilizing quantitative research and fundamental analysis.

Then the research team relies on fundamental research to identify companies that are estimated to trade below their fair values.

The team focuses on companies that are lagging in market price for temporary reasons and are trading at a discount to their estimated intrinsic value but have the potential to increase market price over time.

As part of its stock selection process, the team evaluates a stock with a long-term investment horizon.

The team prefers companies with superior business prospects, excellent financial structures and proven management teams aligned with shareholders’ interests.

Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.

The manager also invests in spin-offs, post-bankruptcy reorganizations and other corporate restructurings.