The fund seeks primarily appreciation of capital with downside protection and secondarily current income.
The investment process focuses on companies with market capitalization above $5 billion and are established, globally managed companies that make and distribute their products and services around the world.
Next, the investment team through growth analysis identifies sectors and industries that are likely to expand in the next three to five years. The team looks for companies that are dominating in these sectors and are likely to benefit from the growth.
The fund practices buy-and-hold investment strategy that leads to lower turnover rate and minimize tax liability by limiting capital distribution.