The fund seeks capital appreciation in the long term by investing in mid-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 equity securities.
The team favors companies having superior market positions in growing industries with prospects to increase future sales and earnings.
The research team utilizes the company’s proprietary ranking system to rank stocks within the investable universe on a scale of 1 (highest) to 5 (lowest).
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 portfolio holds approximately 25 to 50 companies.