The fund seeks to appreciate capital through investing in small-size companies in the U.S.
The sub adviser looks for companies that are out of favor but are likely to reaccelerate earnings growth, restructure business operations, or operate in an industry or business model that may be on the cusp of rebound.
The value discovery focused investment process identifies companies smaller than $5 billion in market capitalization that are cheap on traditional valuation metrics, with earnings growth prospects regardless on the market direction.
The fund favors deep research and management meetings and invests with a long term horizon.