The fund's stock selection process blends both quantitative and fundamental research. BKDV's bottom- up approach zeroes in on three factors for its potential investments: intrinsic value, sound business fundamentals, and positive business momentum. By doing so, the fund looks to invest in companies that offer a blend of deep long-term value with solid fundamentals and momentum. With all the worries over macroeconomic uncertainty this year, it's difficult to imagine very many expected cyclical stocks to perf ...