The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of mid-sized companies. The adviser uses fundamental analysis and other investment techniques to identify stocks of companies that the advisor believes are undervalued in relation to their long-term earnings potential or asset value. The adviser may consider environmental, social, and governance (ESG) factors as part of its investment analysis and decision-making processes for the fund.