The fund seeks capital appreciation in the long term by investing in mega-and large-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 dividend-paying equity securities.
The team focuses on issuers with a track record or prospect of paying stable or increasing dividends.
In selecting securities for the portfolio, the research team focuses on companies with above average dividend, sales, earnings and free cash flow growth, high current dividend yield, and balance sheet strength.
In addition, the team prefers companies with superior management teams, and unique market position and broad market opportunities.
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 30 to 50 publicly traded equity securities.
The fund may also invest in master limited partnerships and American Depositary Receipts.
