The fund’s objective is to grow capital in the long-term through investing in U.S. companies across all market capitalizations.
The investment process starts with a list of companies in the benchmark Russell 3000 Value Index. The research team then looks for companies with established market presence, solid financial statements and stable or improving earnings and cash flows.
The team then estimates the long term value of a select list of companies that meet financial and earnings criteria and compares with the current price in the stock market. The companies with near-term identifiable catalysts that could lift stocks prices near to long term estimated values are favored for the inclusion in the portfolio.
The fund generally invests in companies with market capitalization more than $3 billion.