The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The buy-and-hold strategy has an investment process that is designed to highlight companies demonstrating fundamental value and growth prospects.
Next, the research team uses quantitative analysis to select companies based on factors including valuation multiples on the basis of earnings, competitive position and management strength, marketing prowess and product development capabilities.
In addition, the team will frequently re-evaluate securities, and hold a stock irrespective of the daily fluctuations in the marketplace.