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| Research is the Key |
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The ICAP team strives to build portfolios that provide consistent long-term appreciation potential with less risk than many other equity portfolios by selecting securities through a disciplined process based on extensive fundamental research.
Quantitative Research
ICAP's analysts screen the equity universe to identify stocks they believe offer the best relative values and avoid those companies that exhibit deteriorating earnings trends.
Qualitative Research
ICAP identifies catalysts—events they believe will be the driving force in increasing the stock's price within a 12-18 month timeframe. These catalysts are typically company-specific, such as a new product, a change in management, or corporate restructuring. ICAP also considers thematic catalysts that are dependent on macroeconomic or industry trends.
Portfolio Construction
ICAP's Investment Committee, which consists of the senior members of the investment team, examines each analyst recommendation and determines whether or not to add the stock to the Fund's portfolio or monitor it for future purchase. |
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