The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The investment process is designed to highlight high-quality growth companies in the benchmark index that are trading at reasonable prices.
The strategy has a long-term focus and strives to identify companies that have the potential to grow earnings on a consistent basis.
Next, the research team narrows the investable universe to a list of companies that meet earnings, return on capital and growth criteria.
The team looks for companies with a track record of sustainable operating histories and ability to generate free cash flow.
Then the research team believes consistent and attractive growth in earnings leads to investment returns over the long-term.
The manager constructs a concentrated portfolio of high-quality companies that do not replicate the index.
The fund generally holds securities for three to five years.
The fund may invest up to 20% of its net assets in securities of issuers located in Canada or in sponsored or unsponsored American Depositary Receipts of foreign companies located in developing or emerging markets countries.
