ABOUT THIS FUND
An actively managed U.S. growth strategy that engages in fundamental analysis to identify high quality companies with strong growth characteristics. The Fund seeks long-term capital appreciation by investing in a blend of small, medium and large capitalization stocks.
WHY INVEST IN THIS FUND
High Quality Growth Companies
The Fund seeks to invest in companies with impressive management teams, low leverage and a consistent, sustainable record of growth. We believe investing in these high-quality companies can lead to competitive returns with below-average risk over a full market cycle.
Bottom-Up, Meets Top-Down Approach
The team utilizes a multifaceted approach when trying to identify companies for investment. This includes a bottom-up qualitative and quantitative assessment, complemented by our top-down economic and investment outlook.
Experienced Team, Tested Philosophy
Rather than relying on a star manager, the Fund is managed by experienced portfolio managers leveraging a time-tested investment philosophy with additional support from a skilled investment team.