Description

This portfolio primarily allocates capital to common equity shares. It typically commits a minimum of 80% of its total assets to businesses that are predominantly involved in creating, deploying, or developing products, processes, or services, or those expected to benefit considerably from advancements and improvements in technology. The fund seeks opportunities among both U.S. and international issuers. Investment selections are guided by a thorough fundamental analysis, evaluating aspects such as a company's financial strength, its standing within its industry, and prevailing market and economic conditions. This is a non-diversified investment vehicle.