The fund seeks capital appreciation in the long-term by investing in mid-size companies in the United States.
The sub-advisor’s investment process is designed to identify companies with sustainable earnings growth and earnings catalysts that are expected to experience an earnings boost and behavioral finance metrics. The process looks to identify the magnitude and duration of earnings change.
The fund favors companies with a track record of sustainable earnings and companies with presence of near-term catalyst that could revalue the stock price higher.