The fund seeks capital appreciation in the long term 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 dividend paying equity se
The fund seeks to invest in very small companies with attractive business prospect and out-of-favor stock.
Patient investors often can realize the hidden value of the company with a long term investment horizon. With the help of screens, the fund manager identifies companies with attractive fundamental metrics. Analyst team then looks for near-term catalysts for e
The market capitalization range between $100 million and $10 billion covers small and mid cap companies.
With more than 2,500 companies to choose from, the fund relies on investment screens to identify investment opportunities. Fund manager looks for companies that are out-of-favor with investors, under followed on Wall Street and maybe undergoing special situation because of the recent corporate restructuring or spin-off.
Less than 30% of the fund's asset is in the top 10 holdings. In the last five-year period, the portfolio turnover has ranged between 50% and 80%.
