The fund seeks tax-efficient capital appreciation in the long term by investing in companies across any size 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 companies that are market leaders, and exhibiting superior growth potential.
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 has the flexibility to invest in companies across market capitalizations but tends to have a focus on smaller companies.
Also, the fund may invest in stocks from a variety of industries included in the technology, healthcare, energy and industrials, specialty retailing, media/leisure/cable/entertainment and business and consumer services sectors.
The fund seeks tax-efficient capital appreciation in the long term by investing in companies across any size in the United States.
The investment process is driven by fundamental research to identify rapidly growing companies that are available at reasonable prices.
Next, the research team looks for companies with motivational management teams and offering unknown product or operating margin expansion opportunities.
Then the manager constructs a diversified portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
The fund may invest in sectors including technology, healthcare, energy, specialty retail, media and business and consumer services.
The fund may engage in short sales and hold cash, and also invest in venture-backed post-IPO opportunities.
The fund seeks tax-efficient 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 companies exhibiting superior growth potential and that are trading at discounts to their estimated intrinsic value with the presence of a near-term catalyst to unlock 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.
The manager prefers sectors within the economy which have significant long-term growth rates and often include the stocks of rapidly growing companies.
Also, the fund may invest in stocks from a variety of industries included in the technology, healthcare, energy and industrials, specialty retailing, media/leisure/cable/entertainment and business and consumer services sectors.
