The fund’s objective is to grow capital in long term through investing in small-size companies.
The investment process starts with a list of companies included in the benchmark Russell 2000 Value Index. The research team then with the help of fundamental analysis and quantitative techniques identifies companies that are trading at a discount to their industry peers and are expected to deliver attractive long term growth based on good or improving fundamentals.
The qualitative research looks for near-term catalysts that are likely to revalue stocks closer to their long term estimated valuations.
The fund generally invests in companies between the market capitalizations of $500 million to $7 billion.