Description

The fund seeks significant long-term capital appreciation. It follows a value-oriented investment strategy, primarily allocating capital to common and preferred stocks that the Advisor believes are trading below their inherent worth. The Advisor employs a bottom-up approach to stock selection, emphasizing thorough analysis of company fundamentals. Investments typically target businesses with robust financial characteristics that are perceived to be available at discounted valuations and possess attractive, low price-to-earnings (P/E) multiples.