The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in large-size companies in the United States.
The advisor’s investment process is designed to highlight companies that have the potential to generate capital gains, as well as growth in income.
Next, the research team uses fundamental analysis to look for companies demonstrating characteristics such as strong cash flow and a recurring revenue stream and financial strength.
In addition, the team employs qualitative techniques to look for companies with managements having a clearly defined strategy and capability to develop new or superior products or services.
The team also evaluates a company’s industry position when looking for investment opportunities.
