The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The half-active and half-passive investment strategy is designed to highlight high-quality companies demonstrating improving revenue and earnings growth.
Normally, the manager invests approximately equal amounts of its net assets in passive and active strategies. The fund intends to invest at least 30% of its assets in each component.
Next, the research team prefers companies that exhibit above average growth potential, a competitive advantage, and an established management team. The team also considers factors like price direction, volume, and relative strength of companies.
In addition, the team evaluates a company’s financial statements and operations, market leadership, earnings growth, profit margins, sales trends, and dividends.
The process also includes well-known companies that produce products or provide services that are recognized by market investors.
The fund may invest up to 10% of its net assets in securities of foreign issuers.
The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The buy high and sell higher investment strategy is designed to highlight high-quality companies demonstrating improving revenue and earnings growth with strong management teams.
The process focuses on companies that can exceed growth expectations over the next three to five years.
The research team employs quantitative and fundamental techniques prefers companies that have a proven track record of earnings growth. Next, the team review a company’s financial statements, competitive landscape and recent product announcements.
In addition, the team also reviews quarterly earnings reports with an emphasis on management guidance and factors like price direction, volume, and relative strength of companies.
The manager generally invests in companies with positive long-term earnings growth outlook based on factors such as price and volume trends, relative strength, and institutional interest.
The fund may invest up to 10% of its net assets in securities of foreign issuers.
