Fund Description

The fund employs a strategy focused on identifying stocks of larger-sized companies expected to appreciate in value over time. Investment decisions are primarily based on in-depth analysis of individual companies rather than broad economic indicators. The portfolio managers aim to invest in companies showing accelerating growth in earnings, revenues, or cash flow, even if current growth rates are negative but improving. Key factors in their analysis include valuation, profitability, stock price momentum, and signs of business improvement such as increasing cash flows. While primarily investing in U.S. securities, the fund may also consider foreign companies that meet their selection criteria and may write covered calls on certain holdings when deemed advantageous.