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 high quality companies in the benchmark index and the research team narrows down the list utilizing quantitative research and fundamental analysis.

Next, the research team screens companies with products or services that meet a clear economic need and superior competitive advantage, a track record of profitability, increased cash flow generation capacity and

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 high quality companies in the benchmark index and the research team narrows down the list utilizing quantitative research and fundamental analysis.

Next, the research team screens companies with products or services that meet a clear economic need and superior competitive advantage, a track record of profitability, increased cash flow generation capacity and that are available at reasonable prices.

Other factors that the team focuses on are balance sheet strength, and management teams that take high-levels of ownership in business outcomes and are shareholder friendly.

Then the manager constructs a diversified portfolio of 25 to 30 stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The manager may invest a large percentage of its net assets in a few sectors, including consumer discretionary and financials.

The fund is non-diversified meaning that a relatively high percentage of its net assets may be invested in a limited number of issuers of securities.

Additionally, the fund has the flexibility to take temporary defensive positions in high-quality, short-term debt securities and money market instruments in response to adverse market, economic, political, or other conditions.