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STRATEGIC
EQUITY
Mutual Fund
DOWNLOAD
FACT SHEET
INVESTMENT
STRATEGY
We
seek to invest
primarily in common stocks of well-managed companies with durable
business models that can be purchased at attractive valuations.
INVESTMENT
STYLE
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INVESTMENT
PROCESS
▪ The
portfolio invests in companies that we
believe are
high quality, possess good
growth prospects and are
reasonably
valued.
▪ The
portfolio combines our proprietary
quantitative model
with the insight of our
fundamental research analysts.
▪ The
portfolio is diversified across sectors,
industries,
and individual securities with
an emphasis
on investment time horizon.
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