The fund seeks maximum capital appreciation 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.
The strategy seeks to identify the stocks of growth companies that are valued attractively.
Next, the research team focuses on companies that are estimated to trade below their fair values and which have not been recognized by the market.
The team emphasizes smaller, emerging companies that possess the potential to become market leaders in their industries.
In addition, the team favors companies that are lagging in market price and whose earnings growth potential is not reflected in their current valuations.
Also, the team prefers companies with the presence of near-term catalysts that might lead to increases in revenue growth rates, expanding profit margins and/or increases in earnings growth rates.
Catalysts that might precipitate these changes or accelerations in growth and profitability include, events or developments such as new product introductions or applications, discovery of niche markets, new management, corporate or industry restructures, regulatory change and market expansion.
The team favors companies that may offer upside that is estimated to be, at a minimum, three times greater than a stock’s estimated downside.
In selecting securities for the portfolio, the research team focuses on companies with capable management teams, leading products or services, distribution to a large marketplace or growing niche market, and superior cash flow and/or improving financial position.
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.
The fund seeks maximum capital appreciation 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.
The strategy seeks to identify the stocks of growth companies that are valued attractively.
Next, the research team focuses on companies that are estimated to trade below their fair values and which have not been recognized by the market.
In addition, the team favors companies that are lagging in market price and whose earnings growth potential is not reflected in their current valuations.
Also, the team prefers companies with the presence of near-term catalysts that might lead to increases in revenue growth rates, expanding profit margins and/or increases in earnings growth rates.
Catalysts that might precipitate these changes or accelerations in growth and profitability include, events or developments such as new product introductions or applications, discovery of niche markets, new management, corporate or industry restructures, regulatory change and market expansion.
The team favors companies that may offer upside that is estimated to be, at a minimum, three times greater than a stock’s estimated downside.
In selecting securities for the portfolio, the research team focuses on companies with capable management teams, leading products or services, distribution to a large marketplace or growing niche market, and superior cash flow and/or improving financial position.
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.
