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 highlight companies demonstrating above-average earnings growth potential.
Next, the research team uses quantitative techniques to identify companies with consistent earnings and revenues growth with strong competitive advantages.
In addition, the team evaluates companies on the basis of research, fundamentals and valuation characteristics. The process also takes into account factors such as valuation multiples on the basis of sales earnings growth.
The fund may purchase securities of companies engaged in initial public offerings.
The fund has the flexibility to invest a significant portion of its assets in one or more market sectors, such as the technology sector, and may also invest 20% of its net assets in foreign securities.
The fund seeks capital appreciation by investing in companies in the United States.
The fund employs a multi-manager investment strategy to invest directly or indirectly through underlying funds, which in turn invest directly in securities.
Next, the fund allocates assets among the underlying funds based on an evaluation of three strategies such as strategic asset allocation, tactical asset allocation, and fund selection. The advisor will consider broad economic factors as well as diversification and risk management in assessing the strategic and tactical components of the allocation.
The fund may invest its net assets in underlying funds with exposure to equity securities which exhibit growth and value characteristics, and fixed income securities issued by a variety of issuers and across a range of maturities and credit quality.
The advisor’s analysis in selecting underlying funds includes an assessment of a fund’s past performance, volatility and correlation with other funds and benchmarks. The process also includes an analysis of the underlying fund’s investment strategies and process and management team.
