Description

This fund strives to achieve significant long-term total returns by balancing both capital appreciation and a consistent flow of current income. It primarily invests in a diverse array of U.S. company securities, including convertible instruments, common stocks, and traditional fixed-income debt, without imposing any restrictions based on the companies' market capitalization. The investment advisor strategically deploys these varied security types to establish what they believe is the optimal balance between potential risks and rewards, thereby aiming to generate both growth and income. On average, the convertible and fixed-income holdings within the portfolio are typically expected to have a maturity period ranging from two to ten years.