The fund seeks capital appreciation in the long-term through investing in U.S. and foreign companies.
The investment process relies on identifying high quality companies with durable competitive advantage and operated by management with a track record of rational capital allocation and successful wealth creation. The research team then determines if stocks of these companies are trading at attractive discounts to their long term values.
The fund favors companies with high discounts to long term intrinsic valuations and are estimated to be attractive forward rates of return.