The fund seeks capital appreciation by investing in small-size U.S. companies.
The investment process starts with a list of companies and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.
The process is designed to highlight companies with proven earnings powers in the long term but not reflected in the current market prices.
The process looks for companies with attractive long term earnings power over five-years that includes ups and downs of the economy and various economic conditions and peaks and troughs of earnings.
The fund favors companies that are ranked high on discount to long term valuations.