The fund seeks long-term capital appreciation by investing in small-cap companies in the United States.
The sub-advisor’s investment process is designed to focus on companies with market capitalization less than $5 billion.
The process incorporates qualitative and quantitative research combined with fundamental analysis to identify companies with structurally sound businesses but trading at significant discounts to their long-term potential.
The research team also focuses on trends and themes in sector and industry, quality of balance sheets, management track record, and company valuation.
The fund builds a diversified portfolio of companies that offer the most attractive risk-reward ratio for long term holding.
The fund seeks long-term capital appreciation by investing in small-cap companies in the United States.
The sub-advisor’s investment process is designed to focus on companies with $2 billion or higher market capitalization.
The process incorporates qualitative and quantitative research combined with fundamental analysis to identify companies with structurally sound businesses but trading at significant discounts to their long-term potential.
The research team also focuses on trends and themes in sector and industry, quality of balance sheets, management track record, and company valuation.
The fund builds a diversified portfolio of companies that offer the most attractive risk-reward ratio for long term holding and pays close attention in avoiding downside risk.
