Description

In typical market environments, this fund predominantly allocates its investments to common shares of U.S. companies, irrespective of their market valuation. The adviser generally targets companies with a track record of annual earnings growth exceeding 10%, a history of consistent financial performance, and those deemed to possess superior quality compared to other corporate equities. A segment of the fund's portfolio may also be deployed in non-U.S. entities, accessible either via direct public listing in the United States or through depositary receipts like American Depositary Receipts (ADRs).