ZDIVX focuses on undervalued U.S. equity securities, particularly from large-cap companies, emphasizing dividend-paying stocks. Its bottom-up investment strategy utilizes quantitative analysis to assess dividend yield, earnings, and cash flows, aiming for capital appreciation and income generation. Macro-economic factors, such as market conditions and regulatory environments, are also considered in the investment process. With significant exposure to the financial sector (22.2% as of November 2025), the fund balances sector diversification with strategic income-focused investments amidst economic fluctuations.