Description

This fund's primary objective is to achieve capital growth. It focuses on long-term investments, predominantly in common stocks of U.S.-based growth companies, without restricting itself by market capitalization. The advisor aims to identify businesses exhibiting substantial growth prospects, durable competitive advantages, outstanding leadership, and appealing valuations. To capitalize on investment opportunities, the fund has the discretion to employ leverage, borrowing up to one-third of its total assets from banks. Notably, this fund operates as a non-diversified portfolio.