The fund seeks capital appreciation in the long term by investing in mid-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 with above-average earnings growth potential.
In selecting securities for the portfolio, the research team focuses on companies with proven products or services, and durable earnings growth potential.
The team also favors companies having connection to an industry experiencing increasing demand.
In addition, the team also focuses on companies that are lagging in market price relative to their growth prospects.
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.
Additionally, the fund may invest in foreign stocks.