Description

The primary objective of this fund is to achieve significant capital appreciation over an extended horizon. Its investment team employs a rigorous fundamental analysis to construct a well-diversified portfolio. They seek out businesses, both domestically and internationally, that they believe are undervalued. The emphasis is on high-quality companies distinguished by robust financial health and management teams dedicated to maximizing shareholder value. Under normal market conditions, the portfolio primarily consists of common stocks and other equity securities, sourced from both U.S. and global markets.