Description

This fund primarily allocates its assets to common equities. A significant portion, specifically at least 80% of its total assets, is dedicated to companies deeply embedded in the technology sector – those that are offering, utilizing, or creating products, processes, or services poised to significantly gain from or drive technological advancements. Its portfolio may include both U.S.-based and international issuers. Investment decisions are underpinned by a rigorous fundamental analysis, evaluating aspects such as each company's financial health, its industry standing, and broader economic and market dynamics. It operates as a non-diversified investment vehicle.