The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.
The investment process is designed to highlight companies that are estimated to trade below their fair values and starts with a list of companies included in the benchmark index.
Then the research team relies on fundamental analysis to identify investment opportunities. As part of its analysis, the team evaluates a company on the basis of valuation multiples such as earnings, cash flow, book value, revenue and dividend yield.
The process also takes into considerations factors like capital structure, management records, industry dominance, SEC filings, computer databases, industry publications, general and business publications, and brokerage firm research reports.
Finally, the investment team constructs a diversified portfolio of companies from the recommended list by the research team.
The manager regularly reviews each of the companies in the portfolio to assess their future capital appreciation potential.
