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 companies that demonstrate above-average potential for earnings and dividend growth.
Next, the research team focuses on companies that are market leaders, have high barriers to entry, and returns on equity and assets, and with capable management teams.
The team relies on fundamental analysis to identify companies that have the potential to grow earnings faster than their peers.
In addition, the team looks for companies with consistent free cash flow and relatively low debt levels.
The fund invests in a diversified portfolio of companies, including companies from a blend of industries and style classes. The portfolio holds stocks of companies that are out of favor for temporary reasons and are trading at attractive valuations.
The manager seeks the best companies in the best performing market sectors, and not overpay for them.
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The investment process is designed to highlight companies that exhibit above-average potential for earnings and dividend growth.
The research team tries to identify companies that have strong market positions, high barriers to entry and returns on equity and assets, good growth prospects, strong management, and relatively low debt.
The diversified portfolio includes companies from a blend of industries and style classes to provide competitive returns under different market environments.
