The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The adviser’s investment process uses quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team uses the company’s proprietary ranking system to rank stocks on a scale of 1 (highest) to 5 (lowest).
The team then narrows the investable universe to companies that have strong market positions in growing industries with the ability to increase future sales and earnings.
The fund has the flexibility to invest in companies across all market capitalizations.
The fund seeks capital appreciation in the long term by investing in mid-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.
Next, the research team invests in equity securities.
The team favors companies having superior market positions in growing industries with prospects to increase future sales and earnings.
The research team utilizes the company’s proprietary ranking system to rank stocks within the investable universe on a scale of 1 (highest) to 5 (lowest).
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 portfolio holds approximately 25 to 50 companies.
The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.
The investment process is designed to highlight companies in the benchmark index demonstrating excellent prospects for growth.
Next, the research team relies on fundamental and quantitative techniques to look for potential investment opportunities.
The fundamental research includes evaluating a company’s growth potential and earnings estimates and quantitative factors such as historical earnings, earnings momentum and price momentum.
Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.
The portfolio typically holds 25 to 50 stocks of companies across market capitalizations and has the flexibility to invest in foreign companies.
There are no set limitations of investments according to a company’s size or to a sector weighting.
The fund seeks capital appreciation in the long term 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.
Next, the research team favors companies in up-and-coming industries or young firms in their early growth stages.
The research team utilizes the company’s proprietary ranking system to rank stocks within the investable universe on a scale of 1 (highest) to 5 (lowest).
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.
A portion of the fund’s net assets may also be invested in stocks of U.S. mid-market capitalization companies.
