The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The investment process is designed to highlight well-established companies exhibiting above-average earnings growth potential.
Next, the research team combines a top-down and bottom-up analysis to assess attractive opportunities on the basis of company-specific factors and general economic conditions.
The team narrows the investable universe to a list of companies displaying attributes such as a presence in expanding industries, a superior and pragmatic growth strategy, proprietary products, and processes or services.
The fund has the flexibility to invest in companies that have the potential to become well-established companies.
The fund does not concentrate its investments in any industry but may focus on one or more economic sectors, including the technology sector and the consumer discretionary sector.