The fund’s investment objective is to grow capital in the long-term through investing in small- and mid-size companies.
The investment process starts with a list of companies included in the benchmark Russell 2500 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.
The fund has the flexibility to invest in companies with market capitalizations between $5 million and $14 billion but generally favors companies in the range of $100 million and $8 billion.
The team with the help of qualitative research looks for near-term catalysts that are likely to revalue stocks closer to their long term estimated valuations. The investment managers take a longer view of investment opportunities regardless of interim fluctuations.