The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in mid-and large-size companies in the United States.
The investment process is designed to highlight well-established companies exhibiting above-average growth potential.
Next, the research team narrows the investable universe to a list of companies with characteristics such as financial strength, market leadership, and experienced management teams.
The team also considers companies that have the potential for dividend growth.
The fund may broadly diversify sector exposure to minimize volatility, but may at times invest significantly in securities of technology companies.