The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The sub-adviser’s 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 securities of attractively-valued companies with the potential to exceed investor expectations.
The team also has the flexibility to invest in equity securities of both growth companies and value companies.
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 seeks long-term capital appreciation by investing in small-cap companies in the United States.
The sub-advisor’s investment process starts with a list of companies included in its benchmark index. Then the research team using quantitative research and fundamental analysis identifies companies with financial strength, market leadership, and attractive earnings history.
Next, using qualitative analysis and industry research, the team evaluates long-term outlook and earnings potential of the company. The team also reviews reasons for the company to be out-of-favor with investors or lag in stock price.
The sub-advisor favors investing in companies that exhibit the presence of near-term catalysts that could lead to higher stock price or company valuation.
