Consistent Methodology           

   
<p>Our investment process is built upon expansive and rigorous research, repeatable security selection and risk awareness. The Fund&#8217;s investments are selected using fundamental research and a variety of quantitative techniques that harness the power of information.</p>



Focus on Results           

   
<p>Small things can make a big difference. With this in mind, we seek to manage the Fund to maximize returns while minimizing the impact of transaction costs and expenses.</p>



Clear Return Drivers           

   
<p>Our process is based on investment themes including Fundamental Mispricings, High Quality Business Models, Sentiment Analysis and Market Themes &#038; Trends. We evaluate stocks in the S&#038;P 500 Index daily with a focus on these attributes to identify companies that we believe offer the best prospects for growth.</p>