Description

This fund aims to achieve long-term growth of capital. It typically invests in U.S. common and preferred stocks of companies with any market capitalization that the Advisor identifies as undervalued. The Advisor's strategy centers on assessing a company's intrinsic value, separate from its prevailing market price. This assessment also incorporates qualitative factors such as industry competition, regulatory environments, the potential for technological disruption, and other relevant sector-specific elements. The fund operates as a non-diversified portfolio.