Investment Objective

The primary objective of the strategy is the achievement of long-term growth of capital primarily through investment in equity and equity-related securities of issuers whose principal business operations are located in the United States.

Investment Strategy

The strategy invests primarily in U.S. exchange-listed securities.

We employ a system-driven bottom-up research approach to assess relative value and capital growth potential within a broad stock-selection universe. We use a quantitative approach to analyze multiple fundamental factors and incorporate financial data and other information sources relevant to the issuer, including rates of change of fundamental factors

Related Strategies

Prospectus Series I
Prospectus Series W
Segregated Accounts