Description

The fund's portfolio managers utilize a comprehensive, multi-step process to select stocks, combining both data-driven (quantitative) and qualitative insights. Their methodology starts by identifying an initial universe of eligible growth companies. Next, they systematically rank publicly traded U.S. firms, predominantly those with large market capitalizations, from most attractive to least, based on a set of objective measures. Following this, the managers review the findings from their quantitative models and incorporate additional considerations to construct a portfolio. The ultimate aim is to achieve an optimal balance between risk exposure and potential returns.