What's HOT? 'If we don't understand a company, we don't buy it'

How does the fund standout from its peer group? The fund's track record differentiates it and this is due to the consistent application of our investment philosophy and our team-based approach. While many competitors have star managers operating in small teams, we eschew this approach. We do not try to second-guess the market and anticipate sector rotations in the short term, or even yearly. In fact, our aim is to exploit the anomalies created by investors' systematic biases. For example, if markets are driven by fear, our research focus will be on unloved companies. When we researc...