The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The investment process is designed to highlight companies that benefit from an economic tailwind with earnings increasing due to pricing power, and strong business fundamentals.
Next, the research team employs a three-part analysis to select securities, which includes a top-down macroeconomic analysis, sector/industry and fundamental company analysis, and technical analysis.
The team then narrows the investable universe using innovative technologies and a multifactor ranking algorithm.
In addition, the team builds a concentrated portfolio focusing on secular growth companies whose earnings are less impacted by economic cycles.
The fund combines well with growth at a reasonable price and large cap value strategies.
