The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.
The advisor’s investment process is designed to highlight companies exhibiting above-average earnings growth potential.
Next, the research team narrows the investable universe to a list of companies estimated to achieve above-average operating profit margins or return on equity or which are growing their annual earnings or sales.
The fund seeks capital appreciation 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 invests in companies exhibiting above-average earnings growth potential or where significant changes are taking place, such as new products, services, or methods of distribution, or overall business restructuring.
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 fund may also invest in exchange traded funds and American Depository Receipts.
