The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The investment process utilizes a proprietary investment model to identify companies with above-average capital growth potential.
Next, the research team focuses on companies that exhibit earnings momentum strength, including factors such as growing profit margins, rapidly increasing earnings, positive earnings surprises, positive earnings estimate revisions, and positive relative price strength.
Then the manager constructs a diversified portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
The portfolio holds stocks across all market capitalizations based on an evaluation of the relative opportunities and risks of each category.
At times, the fund may invest in the healthcare and/or technology sector.
