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The investment seeks long-term growth of capital. The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks issued by U.S. companies. Companies are selected for the fund’s portfolio using the Cash Return on Capital Invested (CROCI®) strategy as the primary factor, among other factors. Portfolio management will select stocks from among the largest U.S. companies which are under CROCI® coverage at any given time. The fund may lend securities to approved institutions.
Name | Title | Since | Until |
---|---|---|---|
John Moody | Portfolio Manager | 2016 | Now |
Biography | Vice President, Portfolio Analyst / Portfolio Manager: New York -Joined the Company in 1998. Prior to his current role, John served as a Business Manager for Active Equity. Previously, he was a Portfolio Analyst for EAFE, Global and Technology Funds and an Investment Accountant for International Funds. John began his career as a Client Service Associate for the International Institutional Equity Group -BS in Business Management from Fairfield University | ||
Di Kumble | Portfolio Manager | 2015 | Now |
Biography | Managing Director, Senior Portfolio Manager, Head of Tax Managed Equities: New York -Joined the Company in 2003 with 7 years of industry experience. Prior to joining, Di served as a Portfolio Manager at Graham Capital Management. Previously, she worked as a Quantitative Strategist at ITG Inc and Morgan Stanley -PhD in Chemistry from Princeton University; CFA Charterholder |
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