The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.
The disciplined investment process seeks to highlight companies demonstrating attractive valuations with positive momentum and strong profitability.
The research team narrows the investable universe to a list of stable companies with strong earnings characteristics.
Next, the team focuses on a company’s valuation multiples on the basis of earnings and book value. In addition, the team ranks the stocks on the basis of value, momentum and profitability and selects those with a high combined score.