The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The sub-advisor’s investment process is designed to highlight companies in the benchmark index that demonstrate consistent revenues and earnings growth.
Then the research process is driven by fundamental analysis of one stock at a time. The research team focuses on companies with successful business models executed by competent management teams.
In addition, the team considers companies that are market leaders and creating new markets or are undergoing dynamic change.
As part of its investment process, the team forecasts revenue and earnings revision opportunities for companies that are underappreciated by investors.
Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.
The manager may invest in any sector, and at times emphasize one or more particular sectors.
Additionally, the fund may invest its net assets in securities of foreign issuers through American Depositary Receipts and similar investments.