Description

This fund primarily dedicates its investments to a varied collection of common shares issued by both large and medium-sized American corporations, as well as international companies whose stocks are listed on a U.S. exchange, all chosen by its Adviser. It seeks out equities from financially robust businesses that the Barrett team identifies as having outstanding potential for growth and being available at appealing valuations. While the fund may allocate up to 25% of its total assets to foreign securities, it typically does so by acquiring American Depositary Receipts (ADRs).