The fund seeks capital appreciation by investing in small-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in companies that demonstrate favorable growth prospects.
In addition, the team favors companies with high growth potential.
As part of the process, the team emphasizes a company’s financial statements and management structure.
The team also takes into consideration the company’s operations and product development, as well as its position in its industry.
Also, the team favors companies with proven management records that are able to handle rapid growth, companies with innovative products or services.
The team also prefers companies that have above average growth profiles and durable growth rates.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.
The manager also evaluates research on particular industries, market trends and general economic conditions.