The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The advisor’s investment process is designed to highlight companies demonstrating above-average earnings potential. The process focuses on companies with financial strength and relatively modest valuations.
Next, the research team uses a multi-factor screening process to identify companies with the most compelling earnings and valuation profiles.
The team then evaluates a company’s earnings momentum, earnings volatility, earnings estimate revisions, earnings surprises and free cash flow yield characteristics.
The portfolio is diversified across equity securities and exchange-traded funds. The fund will invest in a variety of companies, industries and economic sectors.
