The fund seeks primarily reasonable income and secondarily moderate capital appreciation in the long term by investing in 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 a diversified portfolio of income-producing equity securities and corporate and government fixed income investments.
In selecting securities for the portfolio, the research team performs its own credit analysis on the credit quality of issuers.
As part of this evaluation, the team considers the issuer’s financial resources, its sensitivity to economic conditions and trends, its operating history, the quality of the issuer’s management and regulatory matters.
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 may invest in both investment grade and non-investment grade securities and its investments may include both rated and unrated securities.
Additionally, the fund invests in both short-term and long-term debt securities and is not limited as to the maturities of the securities in which it invests.
The fund may invest in Real Estate Investment Trusts and other real estate-based securities.
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The investment process is designed to identify to highlight companies that have the potential to grow in the long term.
Then the research team focuses on high-quality companies with durable business models and a track record of consistent revenue and earnings growth.
The team emphasizes companies with a long-lasting product or service strategically placed within their industry.
In addition, the team employs fundamental analysis to look for companies with tractable balance sheets, and that have the ability to service debt and generate free cash flow to reinvest in the business or return capital to investors.
Next, the research process focuses on companies with proven management teams aligned with shareholders’ interests, and an identifiable moat to protect and enhance market share.
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 manager believes in balancing capital appreciation potential while managing downside risk through security selection.
The fund seeks growth in the long term by investing in mid-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 that demonstrate growth potential.
The team looks for established companies with the potential for superior growth in sales and earnings in a diversified group of industries.
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 may invest in companies with small and large market capitalizations.
The fund seeks growth in the long term by investing in small-and mid-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 that exhibit growth potential.
Also, the team prefers companies with the potential for superior growth in sales and earnings in a diversified group of industries.
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.
