The fund seeks current income and capital appreciation by investing in mega-and large-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 common stocks or depositary receipts representing common stocks of U.S. companies and U.S.-listed international companies.
The team favors companies that pay high and sustainable dividends with financial strength.
In selecting securities for the portfolio, the research team focuses on companies that are trading at discounts to their estimated intrinsic value.
Additionally, the team utilizes valuation models to evaluate a company’s earnings growth, dividend growth, return on equity and book 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.
