The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process relies on quantitative analysis to look for companies in the benchmark index that are mispriced and may be out of favor with investors. The investment team seeks to capitalize on these price discrepancies and market inefficiencies.

The value-oriented strategy seeks to maximize returns over a 3 to 5 year period.

Then the research team utilizes a rigorous valuation-based process to assess the long-term free cash flow potential of a business by analyzing its long-term economic model, the quality of assets, management, and capital allocation record.

The research process is driven by fundamental analysis of one stock at a time.

Then the manager constructs a highly-differentiated, concentrated portfolio through a mix of cyclically and secularly mispriced companies.

The fund has the flexibility to invest across investment styles, security types, industries, sectors, and market capitalizations.