The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The sub-advisor’s investment process is designed to highlight attractively valued companies with earnings growth and sound finances. The research team employs a two-step disciplined, repeatable process, which includes proprietary and research-driven analyses.
Next, the team as a part of its proprietary analysis looks for companies that exhibit characteristics such as strong earnings and financial structure, growth capacity, significant free cash flow, and attractive valuations.
In the research-driven process the team evaluates management's strategic vision and ability to execute and withstand business or economic cycle downturns.
In addition, the investment team also assesses the impact of industry trends and economic environments on companies. The process also includes validating data and underlying assumptions.
The fund seeks capital appreciation in the long term and a moderate level of income by investing in companies in the United States.
The sub-advisor’s investment process is designed to highlight attractively valued companies with earnings growth and sound finances.
The research team employs a two-step disciplined, repeatable process, which includes proprietary and research-driven analyses.
Next, the team as a part of its proprietary analysis looks for companies that exhibit characteristics such as superior earnings and financial structure, growth capacity, significant free cash flow, and attractive valuations.
In the research-driven process the team evaluates management's strategic vision and ability to execute and withstand business or economic cycle downturns.
In addition, the investment team also assesses the impact of industry trends and economic environments on companies. The process also includes validating data and underlying assumptions.
Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
