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The fund targets long term capital growth from a multi-cap portfolio of US equities. 95% of research is in-house, with an emphasis on "out of the box" thinking to generate ideas. The process includes both top-down and bottom-up analysis, with research focusing on sectors, industries and companies benefiting from macro trends identified. The fund typically has a growth bias, with a focus on companies experiencing positive fundamental change. The portfolio consists of three types of companies: Life Cycle Change (15-30% of the portfolio) – typically mature companies undergoing positive changes such as new management; Core Growth (50-60%) – often blue chip companies with the potential for stable earnings growth; Aggressive Growth (15-30%) – leading edge companies offering the potential for rapid earnings growth. Weightings to each area will be adjusted according to the stage of the economic cycle.