The fund seeks capital appreciation in the long term by investing in small-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 focuses on companies that exhibit above-average return potential.
In addition, the team evaluates the relative return potential of the securities.
The team selects securities that offer an appropriate balance between superior growth prospects and reasonable valuations relative to their industry peers.
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.