The fund seeks long-term capital appreciation by investing in small-cap companies in the United States.
The investment process starts with a list of companies included in its benchmark index or with market capitalization less than $3 billion. The research team then narrows the list to companies that meet hurdles on earnings, cash flow and valuation.
The team then with the help of quantitative research and fundamental analysis identifies companies that are exhibiting high levels of growth, profitability or returns on capital.
Next, the team with the help of qualitative analysis looks for companies that it believes have distinctive products, technologies, or services and are operated by competent management.
The investment team constructs a portfolio through a bottom up stock selection that is expected to offer lower volatility than the index by investing in companies that are expected to benefit from secular growth trends.
The fund seeks long-term capital appreciation by investing in small-cap companies in the United States.
The investment process starts with a list of companies included in its benchmark index. The research team then narrows the list to companies that meet hurdles on earnings, cash flow and valuation.
The team then with the help of quantitative research and fundamental analysis identifies companies that have suffered significant business problems and separates them in three groups – misunderstood companies, out of favor with investors and special situations.
Next, the research team focuses on companies with problems but are expected to recover, have favorable fundamental prospects and trading at attractive valuation.
The fund holds a select list of companies that are expected to outperform the industry or sector they operate in.
The fund seeks long-term capital appreciation by investing in small- and mid-cap companies in the United States.
The investment process starts with a list of companies included in its benchmark index or with market capitalization between $1 billion and $3 billion. The research team then narrows the list to companies that meet hurdles on earnings, cash flow and valuation.
The team then with the help of quantitative research and fundamental analysis identifies companies that are exhibiting high levels of growth, profitability or returns on capital.
Next, the team with the help of qualitative analysis looks for companies that it believes have distinctive products, technologies, or services and are operated by competent management.
The investment team constructs a portfolio through a bottom up stock selection that is expected to offer lower volatility than the index by investing in companies that are expected to benefit from secular growth trends.
The fund may invest up to 20% of its total assets in foreign companies including in emerging markets.
