Description

The fund primarily aims to achieve substantial long-term capital growth, with generating income being a secondary objective. Its managers employ a comprehensive, multi-step approach for stock selection, integrating both data-driven (quantitative) and qualitative analysis. Their evaluation centers on large-capitalization, publicly traded U.S. companies, assessed against an objective set of metrics including valuation, inherent quality, growth prospects, and market sentiment. To construct the final portfolio, the managers utilize quantitative models to select holdings from their ranked list, striving for an optimal balance between potential returns and associated risks.