The fund seeks long term capital growth through investing in large-size U.S. companies.
The investment process starts with a list of companies in the benchmark Russell 1000 Growth Index. The research team then narrows the list using quantitative screens focused on size, growth and quality of earnings and return on capital trends. The companies are then evaluated by sector specialists and separate companies that are expected to maintain long term growth rates and market leaderships.
The stocks are allocated capital on the durability of earnings and revenue growth and size of the value creation opportunity.