The fund seeks high stock 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 exhibiting increasing potential for profit.

Then the research team emphasizes companies with prospects for growth in revenues, earnings, dividends or asset values.

The team believes these companies may be involved in industries such as technology, medicine, capital goods, natural resources, energy, construction, transportation, finance, entertainment or service.

Additionally, the research process focuses on companies capitalizing on new industries, products, services or markets, or that are estimated to trade below their fair values.

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.

The portfolio holds stocks of issuers from at least twelve different industry groups and is fully invested at all times, apart from incidental amounts of cash, cash equivalents or other high quality, short-term investments.