CWS

CWS holds a small basket of fundamentally sound US mid and large-cap companies in order to outperform the S&P 500 Index. These are companies that have shown strong sales history, high earnings quality and dominant positions in their respective markets, among other attributes. The fund manager uses a variety of proprietary models to evaluate companies' intrinsic value and growth potential. Unlike other active equity funds on the market, CWS takes a longer-term view on its holdings and aims to minimize portfolio turnover.