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 invests in companies that are estimated to experience growth.

The team seeks to identify companies that are estimated to have potential revenue growth in excess of the gross domestic pr

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 invests in companies that are estimated to experience growth.

The team seeks to identify companies that are estimated to have potential revenue growth in excess of the gross domestic product growth rate.

In addition, the team screens companies having attractive valuation, proven management teams, conservative debt, free cash flow, scalable business models, and competitive advantages.

Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.

The portfolio typically holds between 60 and 80 positions.

The fund may invest in companies in any sector, and may have significant investments in the healthcare sector.

Additionally, the fund may also invest up to 20% of its net assets in sponsored or unsponsored American Depositary Receipts and securities of foreign companies that are traded on U.S. stock exchanges.