Description

This fund's primary objective is to achieve substantial capital appreciation over an extended period. To meet this goal, it invests in shares of U.S. companies that the Advisor identifies as undervalued and likely to increase in worth. Typically, its holdings consist of common stocks from businesses that are components of the S&P 500® Index. The fund maintains flexibility, allowing it to invest across diverse industries and economic sectors. The Advisor employs its exclusive ROTA/ROME® methodology for both selecting individual securities and structuring the overall portfolio. This proprietary approach specifically analyzes a company's Return on Total Assets and its Return on Market Value of Equity.