Fund Description

The fund employs an integrated investment approach combining research, portfolio design, management, and trading to meet its investment objective. It focuses on long-term expected return drivers while ensuring risk is balanced through broad diversification across various companies and sectors. The fund targets a diverse array of readily marketable large-cap U.S. securities, emphasizing those with high profitability relative to peers, which may include smaller capitalization and lower relative price stocks. Investments are primarily in U.S. companies, with at least 80% of net assets allocated to these securities. The fund may utilize futures, options, and ETFs to adjust market exposure and optimize liquidity, while actively managing turnover and trading costs.