The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The 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 growth companies that it believes will appreciate in value.

The team prefers companies that are undergoing some fundamental change, such as may have new products, processes, strategies, management, or may be subject to change by external forces.

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.