The fund seeks to maximize capital appreciation in the long term by investing in large-size companies in the United States.
The investment process is designed to identifying businesses with durable pricing power and potential to achieve excess returns without excessive risk.
The research team focuses on companies that are global champions with enduring pricing power and long-term volume growth opportunities.
The team also looks for companies that attempt to minimize risk factors by partnering with ownership-minded management teams and avoiding companies with aggressive capital structures.
In addition, the research process through fundamental analysis selects companies that are mispriced and have the potential to outperform.
Next, the fund manager constructs a portfolio of 50 securities or less of attractively-priced companies that is diversified across multiple dimensions including macroeconomic sensitivity, product category, and geography.
