The fund seeks long-term capital appreciation by investing in micro-cap companies in the United States.
The investment process starts with a list of companies in its benchmark index. Then, the research team using quantitative research and fundamental analysis narrows the list of companies that meet hurdles on earnings, growth and valuation.
Next, the research team with the help of qualitative analysis reviews business models, durability and quality of earnings streams and competitive dynamics.
The fund favors companies that offer the most attractive potential capital appreciation and are estimated to deliver above-average earnings growth in the long-term and are currently trading at reasonable prices.
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The fundamental research driven process highlights companies whose price does not accurately reflect the long term earnings potential.
The team narrows the list of companies based on return potential, conviction, and an evaluation of stock-specific and portfolio risk.
The process also involves analysis leading to an insight into corporate strategy, competitive dynamics, near-term risks, and a long-term earnings outlook of a company.
The fund seeks long-term capital appreciation by investing in small-cap companies in the United States.
The investment process starts with a list of companies in its benchmark index. Then, the research team using quantitative research and fundamental analysis narrows the list of companies that meet hurdles on earnings, growth and valuation.
Next, the research team with the help of qualitative analysis reviews business models, durability and quality of earnings streams and competitive dynamics.
The team then also reviews sectors and industries and identifies a list of companies that are likely to benefit from the positive trends and offer attractive long-term growth.
The fund favors companies that offer the most attractive potential capital appreciation and also at times concentrate in certain assets.
