The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The investment process starts with companies in the benchmark index that have a track record of above-average earnings growth. The research team employs quantitative research to identify companies that have successfully overcome their “start-up” years and offer proven products and/or services.
Next, the team narrows the list to those companies that are estimated to durable earnings and sustainable business models.
The team also focuses on companies that exhibit accelerated earnings growth with experienced management teams.
The fund has the flexibility to invest in a stock that could benefit from an extraordinary corporate event, a new product introduction or innovation, a favorable competitive development, or a change in management in the future.