Description

This fund typically allocates a minimum of 80% of its total assets, including any borrowed capital, to equity investments in U.S.-based companies. Its core strategy involves targeting mid-sized and large corporations. The Adviser seeks out firms that have not only demonstrated a history of above-average earnings expansion but also possess strong prospects for sustained, superior growth going forward. For the purposes of this strategy, mid-sized and large market capitalization companies are generally defined as those with a market value exceeding $2 billion at the point of acquisition.