Description

This fund primarily invests its capital in U.S. common and preferred equities across all market capitalizations. The Advisor's strategy focuses on identifying companies whose shares are perceived to be undervalued, assessing their intrinsic worth independently of the prevailing stock price. Furthermore, the Advisor evaluates various industry-specific elements, including the competitive landscape, regulatory influences, and the potential for technological disruption. This portfolio operates on a non-diversified basis.