The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The investment process starts with identifying companies that may be out of favor that the fund may deem for temporary reasons.
The team believes that companies may be undervalued due to market decline, poor economic conditions, tax-loss selling or actual or anticipated unfavorable developments.
The team utilizing fundamental research narrows the investable universe to higher-quality companies offering the strongest potential for an earnings recovery.
The research team favors companies with the presence of near-term catalysts while limiting downside risk.
The fund has the flexibility to invest in securities of companies with any capitalization across a broad range of industries.
The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in companies across any size in the United States.
The adviser’s investment process is designed to highlight companies that exhibit total return characteristics and the potential for capital appreciation.
The portfolio typically holds between 30 and 40 companies in a broad range of industries, which may include companies that are relatively small in terms of assets, revenues and earnings.
The fund has the flexibility to invest up to 25% of its net assets in securities of foreign companies, including emerging market companies.
The fund may also invest its net assets in debt or fixed income securities.
The fund seeks capital appreciation in the long term by investing in small-and mid-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 securities of companies that demonstrate prospects for above-average growth in revenues and earnings.
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.
The fund may invest in securities of companies with any capitalization across a broad range of industries.
Additionally, the fund may invest up to 25% of its net assets, in securities of foreign companies, including emerging market companies.
The fund seeks capital appreciation in the long term by investing in small-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 securities of companies that exhibit the potential for long-term growth of capital.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that demonstrate attractive investment opportunity.
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.
The fund may also invest up to 20% of its net assets in securities of companies of any market capitalization.
