Description

This fund's primary objective is to achieve significant capital growth for its investors. Under normal market conditions, it predominantly allocates its assets to equity holdings. A core strategy involves investing no less than 80% of its total portfolio in the securities of medium-sized American enterprises. Additionally, the fund maintains the flexibility to acquire shares in micro-cap, small-cap, or large-cap companies when the Sub-Adviser identifies these as presenting promising opportunities for capital appreciation. Its investment scope encompasses both common and preferred stocks, as well as securities traded over-the-counter.