Consistent Methodology

Our investment process is built upon expansive and rigorous research, repeatable security selection and risk awareness. The Fund’s investments are selected using fundamental research and a variety of quantitative techniques that harness the power of information.

Focus on Results

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.

Clear Return Drivers

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