The fund seeks capital appreciation in the long term by investing in companies across any size 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.
Next, the research team invests in common stocks of U.S. growth companies.
The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that exhibit potential for above-average revenue and/or earnings growth.
Also, the research team integrates environmental, social and governance factors as part of its process.
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.
Generally, the fund holds a focused portfolio of 25 companies. The fund typically holds significant investments in the Information Technology sector, in particular.
The fund may also invest in stocks offered in initial public offerings and shares of real estate investment trusts.
The fund may invest in foreign securities, including sponsored American Depositary Receipts.
