The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to highlight companies in the benchmark index exhibiting future growth potential at attractive valuations. The process seeks to capitalize on market inefficiencies.

Then the research team narrows the investable universe to a subset of companies to identify potential investment opportunities.

The fundamental investment process evaluates each business based on fina

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to highlight companies in the benchmark index exhibiting future growth potential at attractive valuations. The process seeks to capitalize on market inefficiencies.

Then the research team narrows the investable universe to a subset of companies to identify potential investment opportunities.

The fundamental investment process evaluates each business based on financial strength, sustainability of earnings growth, and quality of management.

The team utilizes a proprietary screening process to identify companies based on factors such as rates of return on equity and total capital, margin stability and profitability.

In addition, the team employs rigorous fundamental analysis to identify companies that reflect higher quality opportunities on a forward-looking basis.

Specifically, the team focuses on companies that are reasonably priced and have strong fundamental business characteristics and sustainable and durable earnings growth.

The research process is driven by fundamental analysis of one stock at a time. Then the manager constructs a portfolio of companies favored by the research team exhibiting above-average rates of earnings growth.

The manager has the flexibility to invest in any economic sector and, at times, emphasize one or more particular industries or sectors in the portfolio.

The fund also may invest in securities of foreign companies in both developed and emerging markets.

The fund may invest in initial public offerings.

The fund is non-diversified which means that it may invest a larger percentage of its assets in a smaller number of issuers than a diversified fund.