Description

This fund primarily directs its investments into U.S.-based company stocks, typically committing at least 80% of its total assets to such securities. Its investment adviser employs a dual-faceted approach, integrating rigorous fundamental stock picking with systematic quantitative techniques aimed at diminishing the portfolio's overall risk. The core objective is to generate superior returns compared to the Russell 3000® Index over the span of a complete market cycle (generally five to eight years), while concurrently experiencing reduced price volatility. The portfolio's composition is flexible, allowing for investments in either growth-oriented companies, value-oriented companies, or a combination of both.