The fund seeks primarily income growth and secondarily capital appreciation in the long term and current income by investing in mega-and large-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in stocks that tend to offer current dividends.
The team focuses on companies that are estimated to trade below their fair values exhibiting the potential for increasing dividends.
Additionally, the team focuses on high-quality companies that have both the ability and the commitment to grow their dividends over time.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.
The fund seeks to be diversified across industry sectors, with an emphasis on dividend-focused companies across all industries.