The fund seeks to appreciate capital through investing in small-size companies in the U.S.
The sub-adviser’s investment process focuses on a list of companies in the benchmark and then the research team narrows the investable universe to a list of companies that meet financial strength criteria, earnings and long term growth hurdles.
The team then analyzes individual stock and evaluates business model and management track record in capital allocation. The fund favors market leaders with sustainable businesses with long growth-ramp and high return on capital.