The fund seeks to maximize after-tax growth of capital by investing in companies across any size in the United States.
The investment process employs a buy-and-hold strategy to focus on attractively valued companies that exhibit growth characteristics.
Next, the research team combines fundamental, bottom-up analysis and top-down quantitative strategies to identify investment opportunities.
The team prefers high-quality companies having the potential for capital growth in the long term.
Then the team narrows the investable universe to a list of companies with sustainable revenue, earnings, and cash flow growth, capable management team, attractive business niches, and a durable competitive advantage.
The research team also assesses a company on the basis of valuation multiples such as earnings, and looks for companies that have the ability to pay dividends.
Then the manager constructs a diversified portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.
The fund may invest a portion of its net assets in the technology sector.