The fund seeks total return by investing in companies across any size in the United States.

The investment process is designed to identify companies in the benchmark index that are estimated to trade below their fair values but have the potential to exceed market returns.

Then the research team relies on fundamental analysis to look for companies that are trading at a significant discount to their estimated intrinsic value.

The team typically holds a stock for a period between two and six years.

Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund may invest in foreign equity securities and sponsored and unsponsored American Depositary Receipts of companies located in developed countries.

Additionally, the fund will only invest in fixed-income investments of investment grade quality.