The fund seeks capital appreciation as its primary objective and current income as secondary through investing in large-size companies in the U.S.
The investment process is designed to focus on one company at a time. The research team narrows down the list of companies based on attractive valuation and management track record of success in creating shareholder value. The team then ranks companies based on the Economic Value Added – profits exceeding cost of capital. Each company is then evaluated for more valuation analysis b
The fund seeks capital appreciation as its primary objective and current income as secondary through investing in large-size companies in the U.S.
The investment process is designed to focus on one company at a time. The research team narrows down the list of companies based on attractive valuation and management track record of success in creating shareholder value. The team then ranks companies based on the Economic Value Added – profits exceeding cost of capital. Each company is then evaluated for more valuation analysis based on earnings growth, free cash flow growth and underlying assets.
The portfolio consists between 60 to 80 stocks and holds about 40% of total assets in top 10 holdings.
Less
