The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The investment process relies on fundamental analysis to identify high quality businesses with sustainable growth models and attractive franchise, and operated by management teams with proven track record.

The investment team looks to purchase these high quality business franchises at reasonable valuation levels.

Then the research team evaluates a company’s discounted free cash flow, rel

The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The investment process relies on fundamental analysis to identify high quality businesses with sustainable growth models and attractive franchise, and operated by management teams with proven track record.

The investment team looks to purchase these high quality business franchises at reasonable valuation levels.

Then the research team evaluates a company’s discounted free cash flow, relative multiples and private market value.

Other factors in consideration include favorable long-term prospects and valuation of companies when selecting securities.

The Investment team also integrates environmental, social and governance factors as part of its fundamental research process.

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

The fund has the flexibility to invest in both value and growth companies.

The fund may invest up to 25% of its net assets in foreign securities, including securities of issuers in countries with emerging markets or economies and securities quoted in foreign currencies.