The fund seeks 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 in the benchmark index.
Then the research team focuses on companies whose future earnings growth potential is not reflected in their current market prices.
The team attempts to identify stocks that it believes will outperform the benchmark index over a three- to five-year timeframe.
In addition, the team looks for companies with the presence of near-term catalysts such as new products, new markets, new management, restructuring, a structural shift in demand or supply, or other changes in industry dynamics.
The research process looks for companies with asset values that are not adequately reflected in their stock prices.
Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.
Normally the portfolio maintains a significantly overweight or underweight position in a particular sector relative to the benchmark index.
The fund may also invest its net assets in issuers of foreign securities through depository receipts or stocks traded on U.S. or foreign exchanges.
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 in the benchmark index demonstrating above-average earnings growth potential.
The team attempts to identify stocks that it believes will outperform the benchmark index over a three- to five-year timeframe.
Next, the research process is driven by fundamental analysis of one stock at a time. The research team focuses on companies whose future earnings growth potential is not reflected in their current market prices.
The team prefers companies exhibiting rapidly growing earnings in the near future.
In addition, the team looks for companies with the presence of near-term catalysts such as new products, new markets, new management, restructuring, a structural shift in demand or supply, or other changes in industry dynamics.
The research process looks for companies with asset values that are not adequately reflected in their stock prices.
Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.
Normally the portfolio maintains a significantly overweight or underweight position in a particular sector relative to the benchmark index.
The fund may also invest its net assets in issuers of foreign securities through depository receipts or stocks traded on U.S. or foreign exchanges.
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The advisor’s investment process uses fundamental research to identify companies with attractive growth prospects that are trading at reasonable valuations.
The research team looks for companies that are estimated to grow faster and/or expected to be more profitable than their current market valuations suggest, and for companies with asset values that are not adequately reflected in their stock prices.
The team attempts to identify stocks that it believes will outperform the benchmark index over a three- to five-year timeframe.
Normally the portfolio maintains a significantly overweight or underweight position in a particular sector relative to the benchmark index.
The fund may also invest substantial assets in foreign securities through depository receipts or stocks traded on U.S. or foreign exchanges.
